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Open nowFirst seen 3 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.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.1% 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. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

IFA Administrator

Located near Bromsgrove, office based

Salary £26,000-£30,000 DOE

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers 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 an Administrative role (essential)
  • Previous experience in financial services (IFA/wealth management background) (desirable)
  • Knowledge of financial products (pensions, investments, mortgages) 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.
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