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Permanent

IFA Administrator

Birmingham
money-bag 25000.00-25000.00 Annual
3086850072
Posted 3 days ago

Job Title: IFA AdministratorIndustry: Financial AdviceLocation: Birmingham (Hybrid post-probation)Salary: £26,000 - £30,000 DOEReference Number: 10082Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond.As an IFA Administrator you will provide support to Office Managers and Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.Responsibilities Processing new business applications and liaising with providers to ensure timely completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Salary up to £30,000 depending on experienceAuto enrolment pension23 days annual leave plus bank holidaysGroup Life coverIncome protectionCompany sick payEmployee Assistance ProgrammeFinancial wellbeing supportHybrid working post probationSkills and experience required:Minimum of 2 years'' experience (or equivalent) as an Administrator within an Independent Financial AdviserProven experience within Financial S

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