IFA Administrator
Listed on 2026-10-05
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Administrative/Clerical
Office Administrator/ Coordinator
IFA Administrator - Full Time 08.30 - 5.00 (Part time hours also considered.)
Location:
Shirley, Solihull B90
£27,000 - £32,000 dependent on experience ( + Free parking )
My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice.
We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor.
Responsibilities- Coordinating planner diaries and client meetings
- Preparing comprehensive meeting documentation
- Processing new business applications and liaising with providers
- Producing illustrations, valuations and transfer documentation
- Maintaining accurate records across back-office systems
- Proactive client communication to progress cases efficiently
- Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis
- Previous administration experience working for an IFA
- Knowledge of Investment, Pension and Life Assurance processing
- Possess strong organisational skills and excellent IT skills
Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?
We are totally committed to customer service and the principles of diversity in the workplace.
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