IFA Administrator

Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £31,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: • Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries • Handling client correspondence and maintaining accurate records • Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What’s in it for you: • 28 days’ holiday • Statutory sick pay • Quarterly performance bonus scheme • Auto-enrolment pension • Study support • Flexitime • Private medical insurance • Long-term career progression • Employer pension contributions Skills and experience required: • A minimum of 2 years’ experience as an Administrator within an Independent Financial Adviser firm • Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you • Start every journey with a conversation to find out about you in depth. • Provide honest feedback on where you fit in the jobs market. • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. • Take a holistic mindfulness approach – career happiness is rarely just about the money. • Cover the whole of the UK with a local touch through our regional teams. • Never pester you.