IFA Administrator

Overview

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.

• Processing new business applications across various providers and platforms
• Preparing valuation reports and performance documentation ahead of client reviews
• Producing review checklists and coordinating documentation for adviser meetings
• Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
• Running risk profiler results and supporting fund research using FE Analytics
• Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
• Processing fund switches directly with providers or via platforms and tracking progress
• Preparing bi-annual valuation reports and post-review summaries for clients
• Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
• Maintaining ongoing client communication to keep them informed of progress

• Previous experience within an Independent Financial Adviser (IFA) environment is essential
• Strong understanding of financial products, platforms, and regulatory requirements
• High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
• Proficient in Microsoft Office and financial systems such as FE Analytics
• Strong communication skills, both verbal and written
• A proactive and client-focused approach

• Competitive salary up to £30,
• Bonus potential based on performance
• Hybrid and flexible working options available
• Free on-site parking
• Company pension contribution
• Supportive and collaborative office environment
• Opportunities for training and career development

This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you.