Ifa administrator Work, Jobs in Sutton Coldfield, Eng (with Salaries)

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
8d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Review Manager
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
6d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Financial Planning Administrator - Leamington Spa (hybrid)
Warwick Nub News —Leamington Spa
- Up to £30,000 a year
- Hybrid work
- Organisational skills
- Communication skills
18h
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- CRM software
- Computer skills

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Office Administrator
Pipe Testing Services Ltd —Lichfield
Answer phone calls, take messages, and direct inquiries to the appropriate person. Administrative experience: 2 years (required). This is a part time role.
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7d
Event Coordinator
Lemoncake Events —Lichfield
We are particularly interested in people with experience in *event planning, event coordination, hospitality, conferences, venues, weddings, corporate events,…
£28,000 - £33,000 a year
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11d

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ifa administrator jobs near sutton coldfield, 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
Investment
Pension
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Compliance management
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.

Apply Now

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ifa administrator jobs in sutton coldfield, eng

Financial Administrator

Client Services Administrator