Technical IFA Administrator

West Midlands | £28,000–£32,000 + benefits | Full-time / Part-Time considered

We’re working with an established IFA firm that is looking to strengthen its support team with an experienced IFA Administrator.

This is a great opportunity for someone with previous IFA administration experience who enjoys working closely with Advisers and taking ownership of client work.

The Role

• Act as a key point of contact for clients and Advisers
• Prepare Suitability Reports / Reasons Why Letters
• Process new business from submission through to completion
• Prepare portfolio reports and meeting materials
• Manage client administration including fund switches and communications
• Maintain accurate CRM and back-office records
• Complete compliance checks and ensure business is ready for sign-off
• Manage and prioritise your workload effectively

About You

• Previous IFA / Financial Planning administration experience
• Strong IT skills, particularly Microsoft Office and Excel
• Excellent attention to detail and organisation
• Confident, professional communication skills
• Able to work independently and manage changing priorities
• Intelliflo experience advantageous
• CII qualifications preferred but not essential

The role is ideally full-time, working 7.5 hours Monday–Friday, although reduced hours can be considered.

If you’re an experienced IFA Administrator or Technical Assistant looking for your next opportunity, we’d love to hear from you.