IFA Admin

IFA Administrator North Birmingham £27,000 £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process. The Role You ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records. Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently. Key Responsibilities: Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing Build strong working relationships with advisers and the wider team Review and improve administrative processes for efficiency and consistency Submit new business cases accurately, managing client expectations throughout Handle client transactions withdrawals, deposits/top-ups, and fund switches Issue letters of authority and liaise with providers to ensure prompt responses Manage client queries professionally via phone and email Support the client review process booking meetings, updating cashflows, and preparing review packs and valuations Produce protection and investment ..... full job details .....