https://jobs.co.uk/job/ifa-administrator-artemis-recruitment-consultants-ltd--ca9c4b88-75eb-4629-ac54-cb45a5524040 RSS feed for IFA Administrator at Artemis Recruitment Consultants Ltd. en-gb Sat, 27 Jun 2026 18:22:36 GMT https://jobs.co.uk/job/ifa-administrator-artemis-recruitment-consultants-ltd--ca9c4b88-75eb-4629-ac54-cb45a5524040 https://jobs.co.uk/job/ifa-administrator-artemis-recruitment-consultants-ltd--ca9c4b88-75eb-4629-ac54-cb45a5524040 Sat, 27 Jun 2026 11:51:50 GMT Location: Birmingham | Salary: 25000.00-25000.00 Annual | Type: Permanent | We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.The RoleJoining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients;Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders;Ad hoc tasks• Maintain Con... Permanent