SonicJobs Logo
Left arrow iconBack to search
  1. Home
  2. Bromsgrove, Worcestershire
  3. Investment adviser
  4. IFA Administrator

IFA Administrator

Four Squared
Posted 7 hours ago, valid for 21 days
Location

Bromsgrove, Worcestershire B61 7DU, England

Salary

£25,000 - £30,000 per annum

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

info
  • The IFA Administrator position is located in Bromsgrove, offering a salary range of £25,000 - £30,000 per annum plus bonuses.
  • The role is full-time and permanent, requiring a minimum of 2 years of experience in an IFA administration role.
  • Key responsibilities include supporting financial advisers throughout the new business process and ensuring high standards of client service.
  • Candidates should possess strong organizational skills, excellent communication abilities, and a good knowledge of pensions and investments is desired.
  • Benefits include quarterly performance-based bonuses, support for career development, private medical insurance, and 20 days of holiday plus bank holidays.
IFA AdministratorLocation: BromsgroveSalary: £25,000 - £30,000 per annum + BonusJob Type: Full-time, PermanentA well-established wealth management firm is looking for a highly organised and client-focused IFA Administrator to join their growing team. This is a great opportunity to work in a professional and supportive environment, assisting financial advisers their needs and ensuring a high standard of client service.Key Responsibilities:
  • Supporting financial advisers with the full new business process from start to completion.
  • Handling client and provider queries, ensuring timely and professional communication.
  • Preparing documentation for client meetings, including quotes, valuations, and supporting literature.
  • Submitting applications and following up to ensure smooth case completion.
  • Ensuring data accuracy in the back-office system for compliance and reporting purposes.
  • Conducting fund switches and withdrawals upon client instruction.
  • Assisting with report writing and maintaining compliance with industry regulations.
Key Requirements
  • Minimum 2 years’ experience in an IFA administration role (essential)
  • Strong organisational skills with high attention to detail.
  • Excellent communication skills and a professional telephone manner.Ability to multitask and work to deadlines in a fast-paced environment.
  • Good knowledge of pensions and investments (desired).
  • CII Financial Services exam pass (preferred but not essential).
Benefits:
  • Bonus: Quarterly performance-based bonus.
  • Progression: Full support for industry qualifications and career development.
  • Private Medical Insurance & Cash Plan (following probation).
  • Company Pension
  • Holiday: 20 days + bank holidays, increasing with service.
Schedule
  • Monday to Friday, 8-hour shifts (37.5 hours per week).
  • Office-based role in Cofton Hackett (B45).
If you’re an experienced IFA Administrator looking for a role in a professional and friendly team, please contact Jack at Four Squared Recruitment today!IFA AdministratorLocation: BromsgroveSalary: £25,000 - £30,000 per annum + BonusJob Type: Full-time, PermanentA well-established wealth management firm is looking for a highly organised and client-focused IFA Administrator to join their growing team. This is a great opportunity to work in a professional and supportive environment, assisting financial advisers their needs and ensuring a high standard of client service.Key Responsibilities:
  • Supporting financial advisers with the full new business process from start to completion.
  • Handling client and provider queries, ensuring timely and professional communication.
  • Preparing documentation for client meetings, including quotes, valuations, and supporting literature.
  • Submitting applications and following up to ensure smooth case completion.
  • Ensuring data accuracy in the back-office system for compliance and reporting purposes.
  • Conducting fund switches and withdrawals upon client instruction.
  • Assisting with report writing and maintaining compliance with industry regulations.
Key Requirements
  • Minimum 2 years’ experience in an IFA administration role (essential)
  • Strong organisational skills with high attention to detail.
  • Excellent communication skills and a professional telephone manner.Ability to multitask and work to deadlines in a fast-paced environment.
  • Good knowledge of pensions and investments (desired).
  • CII Financial Services exam pass (preferred but not essential).
Benefits:
  • Bonus: Quarterly performance-based bonus.
  • Progression: Full support for industry qualifications and career development.
  • Private Medical Insurance & Cash Plan (following probation).
  • Company Pension
  • Holiday: 20 days + bank holidays, increasing with service.
Schedule
  • Monday to Friday, 8-hour shifts (37.5 hours per week).
  • Office-based role in Cofton Hackett (B45).
If you’re an experienced IFA Administrator looking for a role in a professional and friendly team, please contact Jack at Four Squared Recruitment today!

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.

Logo
SonicJobs
Your next career move. Sorted.
Search jobsbackground image

Contact us

© 2017 - 2025 SonicJobs App Ltd. All rights reserved

Terms & Conditions | Privacy Policy | Browse Jobs