IFA Administrator

IFA Administrator

Cofton Hackett (B45) then moving to Bromsgrove

Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) 


An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients.

This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.

IFA Administrator Key Responsibilities

• Booking annual client reviews via telephone, email, and post, with consistent follow-up

• Preparing annual review packs, including valuations, fund factsheets, and compliance documents...