Role: Financial Services Administrator
Industry: Financial Advice
Location: Birmingham
Salary: Up to £30,000
Reference Number: 10540
Recruit UK is currently supporting a respected Independent Financial Adviser firm in Birmingham with the recruitment of an experienced IFA Administrator to join their team.
In this role, you will be responsible for a range of financial services administration duties, from processing Letters of Authority (LOAs) and preparing client paperwork to communicating with providers and clients to keep cases progressing smoothly.
Key Responsibilities
- Process new business applications and work closely with providers to ensure applications are completed efficiently.
- Prepare client meeting and appointment packs.
- Coordinate and maintain adviser diaries.
- Ensure client and case documentation complies with FCA requirements.
- Collect and organise information required for cash flow modelling and portfolio analysis.
- Provide general administrative support to the advisers and wider team.
What’s on Offer
- Salary of up to £30,000 (higher salary negotiable depending on experience)
- 28 days’ annual leave plus bank holidays.
- Your birthday off.
- Early finish on Fridays.
- Pension contributions.
- Comprehensive benefits package.
- Ongoing training and professional development.
- Clear opportunities for career progression.
- Friendly, supportive and collaborative working environment.
Skills & Experience
- At least 1 year of experience working as an IFA Administrator within an Independent Financial Advice firm
- Experience using Intelligent Office would be advantageous
- Excellent attention to detail and organisational skills.
About Recruit UK
Recruit UK specialises in financial services recruitment, offering industry knowledge, market insight and an extensive network to support both candidates and employers. With connections across more than 100,000 financial services professionals, the team is well placed to help you take the next step in your career.
Our Commitment to You
- We begin every recruitment journey by taking the time to understand your experience, ambitions and career goals.
- We provide straightforward and honest feedback on your position within the current jobs market.
- We use our extensive financial services network to identify opportunities that genuinely suit you.
- We take a broader approach to career satisfaction, recognising that the right role is about more than salary alone.
- Our teams cover opportunities across the UK while maintaining a strong local focus.
- We focus on quality conversations and relevant opportunities rather than unnecessary follow-ups.
Pay: Up to £30,000.00 per year
Work Location: Hybrid remote in Birmingham
