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

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
4d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
5d

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Senior IFA Administrator
Warwick Nub News —Warwick
General office administration including filing, scanning, post handling, and answering calls. Liaise with clients and assist with queries.
Up to £35,000 a year
4d
Senior IFA Administrator
RGH‑Global Limited —Coventry
Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…
£26,000 - £34,000 a year

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ifa administrator jobs near birmingham, eng

Financial Administrator

RGH‑Global Limited
Birmingham

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Job details

Permanent | Full-time
£25,000 - £35,000 a year

Qualifications

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

Full job description

Overview
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners 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 a financial services administration role (IFA/wealth management background desirable).
Strong knowledge of financial products (pensions, investments, protection) 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.

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ifa administrator jobs in birmingham, eng

Financial Administrator

Senior IFA Administrator