IFA Administrator – Financial Services Support

About the role

We are seeking an IFA Administrator to join a growing financial planning firm in Kings Norton. The role provides essential administrative support to independent financial advisers and the wider team, ensuring client records and processes run smoothly.

Key responsibilities

• Provide day‑to‑day administrative assistance to financial advisers and the broader office.
• Process new business applications and keep client records accurate and up‑to‑date.
• Use Intelligent Office (IO) and other industry platforms to manage client information and workflow.
• Liaise with product providers and third‑party organisations to obtain required information.
• Prepare and issue client documentation, correspondence and compliance reports.
• Support the Administration Manager and cover during periods of annual leave.
• Assist with general office administration duties and maintain filing systems.

Required profile

• Previous experience in a financial services or IFA administration environment.
• Proficiency with Intelligent Office (IO) is essential.
• Strong IT confidence and the ability to work with multiple systems.
• Excellent organisational attention to detail.
• Positive, proactive attitude and ability to work well within a team.
• Commitment to a fully office‑based role.

Required skills

• Intelligent Office (IO)

What we offer

• £26,000‑£30,000 salary (DOE).
• 20 days annual leave plus bank holidays.
• Company pension scheme.
• Free on‑site parking.
• Full training and development support.
• Opportunities for career progression within a growing business.