Ifa Work, Jobs in Birmingham, Eng (with Salaries)

IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
6d
Team Manager
CareTech Group —Coventry
- £50,000 - £55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Life insurance
14d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
8d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
10d
Regional Manager
CareTech Group —Coventry
- £50,000 - £55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Life insurance
IFA Administrator
Warwick Nub News —Leamington Spa
- £28,000 - £32,000 a year
- Hybrid work
2h
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
6h
Business Development Manager
EBI Portfolios —Aldridge
- CRM software
- Sales
- Business development
- Annual leave
Financial Planning Office Manager/ Supervisor
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply

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IFA Administrator

RGH‑Global Limited
Bromsgrove

Apply Now

Job details

Permanent | Full-time
£26,000 - £30,000 a year
10 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Organisational skills
Financial services

Full job description

IFA Administrator

Located near Bromsgrove, office based

Salary £26,000-£30,000 DOE

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications, client reviews, and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required.
Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
Support the preparation of client meetings, including producing packs and documentation.

About You

Previous experience in an Administrative role (essential)
Previous experience in financial services (IFA/wealth management background) (desirable)
Knowledge of financial products (pensions, investments, mortgages) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator, able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive, can-do attitude.

Apply Now

Refine Your Search

ifa jobs in birmingham, eng

IFA Administrator

Paraplanner

Financial Administrator

Paraplanner

Team Manager

Paraplanning Manager

Senior IFA Administrator

Regional Manager

IFA Administrator

Mathieson Consulting - Pensions Analyst

Business Development Manager

Financial Planning Office Manager/ Supervisor

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