IFA Administrator

IFA AdministratorBirmingham£28,000 - £32,000 + benefitsWe''re working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator.This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions.The RoleSupporting Financial Advisers and the Operations Manager, you''ll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard.Key responsibilities include:Preparing client valuations and documentation for annual reviewsMaintaining accurate client records on Intelligent OfficeSupporting advisers with pre-meeting preparationDrafting annual suitability letters for existing clientsProcessing new business and monitoring cases through to completionLiaising with providers and internal teams to manage case progressionSupporting the wider team with incoming calls when requiredContributing to ad hoc projects and team initiativesWhat They''re Looking ForMinimum 2 years'' experience within an IFA / financial planning environmentStrong administrative and organisational skillsExperience using back-office systems (Intelligent Office preferred)Ability to manage multiple cases and prioritise workload effectivelyHigh attention to detail and strong written communication skillsThe BusinessA professional, team-based environment where ..... full job details .....