IFA Admin

IFA Administrator North Birmingham £27,000 £32,000 + Benefits

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.

The Role You ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records.
Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently.

Key Responsibilities:

• 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

Skills & Experience Required

• 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 CashCalc, 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

The Offer

• 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.

Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market.