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Permanent

IFA Client Administrator

Ortus PSR
Birmingham
money-bag £30000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127756200

Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in officeOur client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators.The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team.This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will:Process new business following adviser handover, obtaining LOAs and illustrations and ..... full job details .....

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