Overview
IFA Admin Jobs in West Bromwich, England, UK at Options Resourcing Ltd
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further!
Ensure all your application information is up to date and in order before applying for this opportunity.
An excellent opportunity for an experienced IFA Administrator to join a
dynamic
team where you’ll play a key role in supporting financial planners and ensuring seamless client service.
Benefits:
Competitive salary
up to £30,000 (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
Title: IFA Admin
Company: Options Resourcing Ltd
Location: West Bromwich, England, UK
Category: Finance & Banking (Finance Assistant, Office Administrator/ Coordinator, Accounting & Finance), Administrative/Clerical (Finance Assistant, Office Administrator/ Coordinator)
