Job Opportunities API

Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first‑class service to their clients? If you're a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you! This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you'll be right at the center of the action, delivering a first‑class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It's a place where your skills, diligence, and passion for excellence can flourish and grow. Benefits: • Competitive salary up to £32,000 (DOE) • 31 Days Holiday (Including Bank Holiday) • Holiday entitlement increases with length of service • Location - Edgbaston • Monday to Friday - 35 hours per week • Pension auto-enrolment scheme • Group Life Cover & Income Protection • Hybrid working opportunities • Employee Assistance Programme • Financial Wellbeing Support Role & Responsibilities: • Process new business applications, ensuring compliance with FCA regulations • Handle client queries, prepare valuations, and maintain accurate client records • Assist with investment, pension, and protection administration • Prepare review packs, performance reports, and compliance documentation • Process fund switches, withdrawals, and provider transactions • Liaise with providers, advisers, and clients to ensure smooth operations • Maintain CRM systems and ensure all client data is up to date Required Skills & Experience: • At least 2 years of experience in IFA administration • Strong knowledge of investment, pension, and protection products • Excellent organisational skills and attention to detail • Proficiency in financial systems and CRM software • Strong communication and client service skills • Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now!