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IFA Administrator

Finlink Ltd
Posted 18 days ago, valid for 7 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA administrator position in Edgbaston offers a salary of up to £35,000.
  • Candidates should preferably have some experience in an Independent Financial Advisory (IFA) setting.
  • The role involves providing administrative support primarily for one financial advisor, including client communication and preparing basic suitability reports.
  • The company provides benefits such as a pension plan, 25 days of holiday, and exam support up to Chartered level.
  • This position is largely office-based, with some flexibility for remote work, and is ideal for those looking to join a close-knit team.

IFA administrator, Edgbaston

Largely office based

Up to £35,000

This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports. In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it’s a small close feel business so you really can make a difference.

The business

This business is a successful chartered firm that has a handful of advisers and an existing support team including an apprentice, administrator, paraplanner, compliance and management. They recognise to go to the next level they would benefit from someone with good IFA administration experience who would really benefit from being part of a close-knit team that cares about its people, providing things such as free lunches and on site parking.

The role

You will be providing administration support primarily for one financial advisor within the firm, helping them with obtaining necessary information for periodic (annual) reviews. You’ll be speaking with clients, arranging meetings, processing new business, obtaining third party information and actioning ad-hoc requests i.e. withdrawals, fund switches and top ups. In addition to this you will be putting together basic suitability reports (new money / top up / annual review).

The benefits

  • Up to £35,000
  • Company pension
  • 25 days holiday, in addition to a Christmas closure (usually 3 days) and bank holidays
  • Flexible working around 9AM-5PM working hours
  • Largely office based, with the ability to work at home
  • Discretionary bonus
  • Exam support up to Chartered

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Next steps

If this role sounds of interest to you, then just click apply and we will be in contact with you as quickly as we can. From there we will look to set up a conversation with the business, who typically have a two-stage interview process, these ideally would be face to face, but can be via teams and they are accommodating with times during the week.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.