IFA Administrator (New Business)
Whateley Wealth Management is a leading West Midlands financial services firm, providing expert advice on pensions, investments, mortgages, and protection. We are passionate about making financial planning straightforward and accessible, helping our clients achieve confidence and peace of mind about their financial future.
Since our launch in 2014, we have experienced significant growth while remaining true to our family values, treating both clients and colleagues with integrity, respect, and professionalism.
We are now seeking an experienced IFA Administrator to join our growing team and provide high-quality support to our advisers, ensuring the smooth and efficient delivery of excellent client outcomes.
We are an equal opportunities employer and are committed to creating an inclusive workplace where everyone is valued and respected. Applications are welcomed from all suitably qualified candidates regardless of age, disability, gender identity, ethnicity, religion, belief, or sexual orientation.
The Role:
As an IFA Administrator, you will play a key role in supporting advisers throughout the new business process, from initial application through to completion. You will be responsible for liaising with clients and providers, maintaining accurate records, ensuring compliance with internal procedures and regulatory requirements, and helping to deliver an outstanding client experience.
This is an excellent opportunity for an experienced administrator looking to develop their career within a successful and growing financial planning firm.
Tasks and Responsibilities:
· Supporting advisers through the full new business process from onboarding to completion
· Handling client and provider enquiries professionally, delivering outstanding service at all times.
· Request and obtain information from product providers using Letters of Authority (LOAs) and review documentation received.
· Manage inbound and outbound telephone communications with clients, providers, and colleagues.
· Prepare for client meetings by obtaining quotations, valuations, and relevant supporting literature.
· Prepare and submit applications and supporting documentation to product providers.
· Proactively chase providers to ensure cases progress efficiently and resolve any issues that arise.
· Accurately input and maintain new business data within the back-office system, ensuring records are complete and up to date.
· Support accurate management information (MI) reporting through diligent record keeping.
· Conduct compliance checks to ensure all cases meet company procedures and regulatory requirements.
· Process client instructions relating to fund switches, withdrawals, and other administrative tasks.
· Produce reports and documentation as required by advisers and management.
· Contribute to the continuous improvement of administrative processes and client service standards.
The ideal candidate:
· Essential criteria:
o Minimum 2 years’ administration experience within an IFA environment
o Excellent attention to detail and a high level of accuracy when handling client information and documentation.
o Strong organisational skills with the ability to manage multiple tasks and prioritise workloads effectively.
o Professional communication skills, both written and verbal, with a confident and client-focused approach.
o Self-motivated and proactive, with the ability to work both independently and collaboratively within a team.
o Strong understanding of the importance of confidentiality and data protection
o Good working knowledge of Microsoft Office and financial services administration systems.
· Desirable criteria:
o CII Financial Services qualification or currently studying towards professional qualifications.
o Good understanding of pensions, investments, and financial planning products.
o Experience supporting advisers with the end-to-end processing of new business cases
o Experience using Intelligent Office, Dynamic Planner and provider platforms.
Why Join Whateley Wealth Management?
We believe in rewarding our team and supporting their professional development. In return for your skills and commitment, we offer:
· Job Types: Full-time, Permanent
· Salary: £28,000 - £30,000 per annum (dependent on experience and qualifications)
· Bonus Scheme: Quarterly performance-related bonus (payable following successful completion of probation)
· Benefits:
· Company pension scheme
· Private medical insurance (following successful completion of probation)
· Healthcare cash plan (following successful completion of probation)
· Full exam support, including:
o Professional examination fees paid by the company
o Qualification achievement bonuses
o Time off to attend examinations
· One-to-one coaching and mentoring from experienced team members
· Career progression opportunities within a growing and ambitious business
· Flexi-time scheme
· Working Hours:
· Full-time, permanent position
· 37.5 hours per week
· Monday to Friday, 9am-5pm
· No weekend working
· Location:
· Office- based, Bromsgrove High Street (B61)
To apply for this role, please send your CV to our Office Manager, Kelly Shephard, at [email protected] .
Pay: £28,000.00-£30,000.00 per year
Benefits:
- Company pension
- Flexitime
- Free parking
- Private medical insurance
Ability to commute/relocate:
- Bromsgrove B61 8AJ: reliably commute or plan to relocate before starting work (required)
Experience:
- Financial services: 2 years (required)
Work Location: In person
