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Open nowFirst seen 4 days ago

IFA Administrator

RGH-Global Limited607 open roles

Pay
£26,000 – £30,000 a year
Where
Bromsgrove, United Kingdom
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Your applicationOpen nowIFA AdministratorRGH-Global Limited · Bromsgrove, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

IFA Administrator

Location: Bromsgrove (office based)

Salary: £26,000-£30,000 DOE

About the Role

An established and growing financial services firm in the West Midlands is seeking an IFA Administrator to join its expanding team. The business provides mass-market financial advice across pensions, investments, mortgages and insurance, with a strong focus on delivering clear, straightforward guidance that gives clients peace of mind.

The company is dynamic and forward-thinking, with a strong client-first culture and a supportive, values-driven working environment. Teamwork, integrity and respect sit at the heart of how the business operates. This is an excellent opportunity for an experienced IFA Administrator to join a high-performing team and play a key role in supporting advisers to deliver an outstanding client experience.

The firm is an equal opportunities employer and is committed to building a diverse and inclusive workforce. All applications are considered fairly and without discrimination.

This is a varied role covering a wide range of administrative and technical responsibilities, offering strong development opportunities within a professional financial planning environment.

Key Responsibilities

  • Working closely with advisers to manage the full new business process from start to completion
  • Handling day-to-day client and provider enquiries
  • Obtaining relevant information from providers
  • Making outbound and receiving inbound telephone calls
  • Preparing for client meetings, including quote requests, valuations and appropriate literature
  • Preparing and submitting applications and supporting documentation to product providers
  • Chasing providers through to case completion and resolving any issues that arise
  • Inputting new business proposals into the back-office system in line with internal procedures
  • Ensuring records are fully updated to support accurate management information reporting
  • Ensuring all cases are compliant with internal procedures and industry regulations
  • Processing fund switches and withdrawals in line with client instructions
  • Report writing

The Ideal Candidate

You will be:

  • Self-motivated and highly organised
  • Client-focused and professional
  • Proactive, positive and an excellent communicator with a strong telephone manner
  • Strong at building rapport
  • Confident using IT systems, particularly Microsoft Office
  • Detail-oriented, with a high level of accuracy
  • Comfortable multitasking and working to deadlines with minimal supervision
  • Keen to work within a high-achieving, committed team
  • Discreet and highly protective of confidential client data

Experience & Qualifications:

  • Minimum 2 years administration experience within an IFA environment (desirable)
  • Good knowledge of pensions and investments (desirable)
  • CII Financial Services exam passes or working towards qualifications (desirable)

Package

  • Salary: £26,000 – £30,000 per annum (dependent on experience and qualifications)
  • Quarterly bonus scheme (subject to probation and performance)
  • Company pension
  • Private medical insurance (post-probation)
  • Cash plan (post-probation)
  • Full exam support (exams funded, bonuses on completion, 1-1 coaching from experienced team)
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