IFA Administrator - #2115953

IFA Administrator

Salary: £28,000-£32,000 per annum

Location: Birmingham - Hybrid (Primarily Home-Based)

Hours: Monday to Friday, 9:00am – 5:00pm (35 hours per week)

Contract: Permanent, Full-Time

NJR Recruitment is delighted to be recruiting on behalf of a growing and forward-thinking Independent Financial Adviser firm who have an excellent opportunity as a result of organic growth for an experienced IFA Administrator to join their team.

This is an excellent opportunity for an experienced Financial Services Administrator looking to develop their career within a professional and supportive environment. Working closely with Advisers, clients and colleagues, you will play a key role in delivering efficient administration, exceptional client service and positive client outcomes.

The role is primarily home-based, with occasional attendance required for meetings, training and team collaboration.

What's on Offer?

• Salary of £32,000 - £34,000 depending on experience.
• Hybrid working with home as the primary workplace.
• Monday to Friday working hours, 9:00am – 5:00pm.
• All equipment provided for home working.
• 28 days annual leave plus bank holidays.
• Christmas office shutdown.
• Company pension scheme with employer contributions.
• Private Medical Insurance after qualifying period.
• Death in Service benefit.
• Full mentoring and support from experienced Advisers, Paraplanners and operational leaders.
• Structured onboarding and ongoing professional development.
• Exposure to complex client cases and financial planning solutions.
• Opportunities to develop additional responsibilities and support colleagues.
• Supportive, collaborative and ambitious team culture.

The Role

As an IFA Administrator, you will provide high-quality administrative support across a range of pensions, investments and protection cases, ensuring all client work is handled accurately, efficiently and in line with regulatory requirements.

Key responsibilities include:

Client Administration

• Obtaining policy information, valuations, illustrations and provider documentation.
• Processing Letters of Authority and client documentation.
• Preparing and submitting new business applications.
• Liaising with providers, platforms and third parties to progress client cases.
• Monitoring outstanding business and proactively following up with providers.
• Maintaining accurate client records and ensuring documentation is complete.
• Managing cases through to completion within agreed timescales.

Adviser Support

• Providing ongoing administrative support to Financial Advisers.
• Assisting with client servicing and case management.
• Supporting advisers in delivering excellent client outcomes.
• Handling client queries professionally and efficiently.
• Contributing to improvements in service standards and processes.

Compliance & Quality

• Completing Anti-Money Laundering and client verification checks.
• Ensuring all records and documentation meet regulatory standards.
• Maintaining excellent attention to detail across all administration tasks.
• Supporting internal quality checks and compliance processes.
• Working in line with FCA regulations and Consumer Duty principles.

Team Contribution

• Working collaboratively with colleagues across the business.
• Sharing knowledge and supporting best practice.
• Contributing ideas to improve efficiency and client experience.
• Supporting wider projects and business initiatives when required.

About You

The successful candidate will have:

• Minimum 2 years’ experience within a Financial Services administration role.
• Experience working within a regulated environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• The ability to work independently while remaining a collaborative team member.
• Strong IT skills and confidence using business systems.

Ideally, you will also have:

• Experience within an IFA practice, wealth management firm, platform or provider environment.
• Knowledge of pensions, investments and protection products.
• Experience using Intelligent Office (iO) or similar back-office systems.
• Progress towards, or completion of, relevant financial services qualifications.
• A genuine interest in developing a long-term career within Financial Services.

This is a fantastic opportunity for an experienced IFA Administrator who wants to join a growing business where their contribution is valued and where they can continue to build a successful career within Financial Services.

Apply today via NJR Recruitment or call quoting the reference NJR16898

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.