IFA Admin

Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?

This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process.

• Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
• Build strong working relationships with advisers and the wider team
• Review and improve administrative processes for efficiency and consistency
• Submit new business cases accurately, managing client expectations throughout
• Handle client transactions — withdrawals, deposits/top-ups, and fund switches
• Issue letters of authority and liaise with providers to ensure prompt responses
• Manage client queries professionally via phone and email
• Support the client review process – booking meetings, updating cashflows, and preparing review packs and valuations
• Produce protection and investment illustrations
• Manage your own workload effectively and keep advisers updated on progress

• Minimum 2 years’ experience in financial services (essential)
• Confident using Intelligent Office (desirable) and MS Office (essential)
• Practical experience with platform and off-platform transactions (essential)
• Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
• Familiarity with tools such as Cash Calc, IRESS Exchange, and FE Analytics
• Excellent written and verbal communication skills with a high professional standard
• Strong organisational skills and a keen eye for detail

Salary: £27,000 – £32,000 (dependent on experience)

Location:

North Birmingham (hybrid options may be considered)

Supportive environment with genuine opportunities for development and progression

If you’re an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we’d love to hear from you.