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Are you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston!
Benefits:
- Competitive salary up to 30,000 (DOE)
- 31 Days Holiday (Including Bank Holiday)
- Holiday entitlement increases with length of service
- Location - Birmingham
- Pension auto-enrolment scheme
- Group Life Cover & Income Protection
- Hybrid working opportunities
- Employee Assistance Programme
- Financial Wellbeing Support
Role & Responsibilities:
- Process new business applications, ensuring compliance with FCA regulations
- Handle client queries, prepare valuations, and maintain accurate client records
- Assist with investment, pension, and protection administration
- Prepare review packs, performance reports, and compliance documentation
- Process fund switches, withdrawals, and provider transactions
- Liaise with providers, advisers, and clients to ensure smooth operations
- Maintain CRM systems and ensure all client data is up to date
Required Skills & Experience:
- At least 2 years of experience in IFA administration
- Strong knowledge of investment, pension, and protection products
- Excellent organisational skills and attention to detail
- Proficiency in financial systems and CRM software
- Strong communication and client service skills
- Ability to work independently and collaboratively within a team
If you're ready to take the next step in your career, apply now!
