IFA Administrator, West Midlands

IFA Administrator 

£25,000 to £30,000 (DOE)
Birmingham (Office-Based)
Study Support
Quarterly Bonuses
Internal Career Progression
Off-Road Parking

Are you looking to join a fast-growing and forward-thinking financial services company?

Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business.

About the Role:

As an IFA Administrator, you’ll be an integral part of the advisory team, supporting the smooth running of new business processes.

You’ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you’ll be supported in your professional journey and have the chance to gain further qualifications.

Key Responsibilities:

• Collaborate with advisers to manage the full new business process through to completion
• Handle day-to-day client and provider inquiries efficiently
• Gather necessary information from providers
• Make outbound calls and handle inbound calls from clients and providers
• Prepare for client meetings by sourcing quotes, valuations, and relevant literature
• Submit applications and required documents to product providers
• Chase providers to ensure timely case completion and resolve any issues that arise
• Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting
• Ensure all cases comply with company procedures and industry regulations
• Process fund switches and withdrawals as per client instructions
• Prepare and submit client reports

What's On Offer:

• Competitive salary (£25,000 - £30,000 depending on experience)
• Study support to help you progress in your career
• Quarterly bonus schemes
• Opportunities for internal promotion and career development
• Off-road parking available at our Birmingham office

If you’re looking to join a dynamic, growing business with a strong focus on integrity and family values, we’d love to hear from you! Apply today and take the next step in your career.