Eden Rose
Senior IFA Administrator
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Job Ref
90864
Location
Birmingham
Salary
£30.00 Per Annum
Employment Type
Permanent
Location: Birmingham, West Midlands
Type: Permanent
Job #: 90864
Salary: £30.00 Per Annum
IFA Administrator / Client Account Manager
Bromsgrove or Kings Norton
Up to £35,000 + 30 Days Holiday + Bank Holidays + Christmas Closure + Pension + Hybrid Working After Probation + Career Development
Are you an experienced IFA Administrator looking to join a growing independent financial planning firm where your experience, client focus and work ethic are genuinely valued over qualifications?
This is an exciting opportunity to join a rapidly expanding Independent Financial Advice practice that is growing from four to six advisers over the coming year. As the business continues to expand, they’re investing heavily in their in-house administration team to deliver an outstanding client experience and build long-term careers.
Unlike many financial planning firms, this business believes great administrators are built through practical experience, accountability and exceptional customer service—not simply qualifications. You’ll join a close-knit team where decisions are made quickly, ideas are welcomed, and every member of staff plays an important role in the firm’s continued success.
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Working closely with advisers and clients, you’ll oversee cases from initial application through to completion, providing first-class support throughout the financial planning journey. While you’ll need a solid understanding of the advice process and suitability reports, the technical paraplanning is handled centrally through the firm’s network, allowing you to focus on what matters most—delivering exceptional client service.
This is an excellent opportunity for an experienced IFA Administrator who enjoys building client relationships and wants genuine opportunities to progress into Senior Administration, Client Account Management or Operations as the business continues to grow.
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The Role
- Supporting advisers throughout the client journey
- Managing client cases from application through to completion
- Building strong relationships with clients and acting as a key point of contact
- Liaising with providers, advisers and third parties
- Reading and understanding suitability reports
- Maintaining accurate CRM records and client documentation
- Managing multiple cases and prioritising workloads effectively
- Delivering an exceptional level of client service
The Person
- Previous experience within IFA Administration or Wealth Management Administration
- Strong understanding of the financial planning process
- Excellent organisational skills with the ability to manage multiple priorities
- Strong communication and relationship-building skills
- Experience using CRM systems and Microsoft Office
- Proactive, reliable and highly accountable
- Passionate about delivering outstanding customer service
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