IFA Administrator Cofton Hackett (B45) then moving to Bromsgrove Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients. This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided. IFA Administrator Key ResponsibilitiesBooking annual client reviews via telephone, email, and post, with consistent follow-upPreparing annual review packs, including valuations, fund factsheets, and compliance documentsManaging the end-to-end annual review process and maintaining accurate records for reportingHandling day-to-day enquiries from clients and providersObtaining relevant information from product providersMaking outbound calls and managing inbound communicationsPreparing for client meetings, including quotes, valuations, and supporting documentationSubmitting applications and documentation to providersInputting new business into back-office systems in line with proceduresProcessing fund switches as instructed by clientsAssisting with report writing The successful IFA Administrator will have the following skills and experience Self-motivated and highly organisedClient-focused with a professional approachProactive, positive, and an excellent communicatorConfident on the telephone with strong rapport-building skillsProficient in Microsoft Office and general computer systemsHighly accurate with strong attention to detailAble to multitask and meet deadlines independentlyA strong team player with a commitment to high standardsDiscreet and trustworthy when handling confidential informationExperienced in administration (minimum 12 months preferred) In return you can expect to receive a :-Competitive salary with bonus schemeCompany pensionPrivate medical insurance (after probation)Financial services exam supportStructured working hours (37.5 hours per week)Monday to Friday schedule no weekend work, office based roleOpportunity to train, develop, and grow within a supportive team environment If you are looking to develop your career in financial services within a supportive and ambitious environment, this could be the perfect opportunity for you. If you think you have the skills and experience that my client is looking for then click APPLY with your updated CV.JBRP1_UKTJ