IFA Administrator

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a strong reputation for delivering clear, independent financial advice and tailored solutions to its clients.

This is an excellent opportunity for a proactive and detail-oriented Financial Services Administrator to join a supportive and growing business. Working closely with Financial Advisers and the wider Business Support Team, you will play a key role in ensuring clients receive a first-class service while developing your own skills and career within financial planning.

Please note: This is a full-time, office-based position.

• Processing new and existing business and providing full administrative support to advisers
• Managing your own task-based diary and ensuring work is completed accurately and within agreed timescales
• Liaising professionally with clients, advisers and product providers via telephone, email and face-to-face meetings
• Assisting with client reviews and preparing policy valuations
• Carrying out fund switches and asset allocations across a range of investment platforms
• Ensuring all work is completed in line with internal procedures, Consumer Duty requirements and Treating Customers Fairly principles

• Previous experience within a Financial Services Administrator or IFA Administrator position
• Strong customer service and communication skills
• Excellent attention to detail and the ability to manage multiple priorities
• Proficiency in Microsoft Office; experience with back‑office systems and investment platforms would be advantageous
• Full driving licence preferred due to the office location and limited public transport links
• Full‑time, office‑based role with a 35‑hour working week
• Early finish every Friday
• 26 days’ annual leave plus bank holidays, with the option to purchase additional leave
• Contributory pension scheme
• Discretionary annual bonus
• Support for personal and professional development

This is a fantastic opportunity to join a well‑established and supportive firm that genuinely invests in its people and offers long‑term career development within financial planning.