IFA Client Administrator

Senior IFA Administrator (Senior Client Services)

Location: Edgbaston | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office

Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility — supporting financial advisers and planners while coaching and developing more junior administrators.

The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products — investments, pensions, transfers, protection and mortgages — and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team.

This is a senior seat rather than a sideways step — the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group.

The role

Reporting to the Client Service Managers and advisers, the successful candidate will:

• Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform
• Ensure all compliance documents are in place before submission, in line with the firm's New Business Process
• Prepare valuation reports, review packs and Post Review Summary reports for client meetings
• Run Risk Profiler and FE Analytics fund switch reports, processing switches 
• Handle withdrawal instructions, client queries and back-office record accuracy
• Coach colleagues, deliver training and help the wider team prioritise workload

About the candidate

The ideal applicant will have:

• Experience as an administrator within an IFA or wealth management firm
• With confidence across multiple products and platforms
• A natural ability to support junior staff through coaching and training
• Strong product knowledge and a clear grasp of conduct rules and compliance requirements
• Exceptional attention to detail, strong organisation, and composure under competing deadlines

Salary and benefits

• Salary up to £35,000 depending on experience
• Pension: 3% employer contribution with salary sacrifice
• 23 days holiday plus bank holidays, rising to 25 with service
• Group life cover at 4x salary, income protection and company sick pay (post-probation)
• Employee Assistance Programme and financial wellbeing support
• Hybrid working: up to 2 days from home each week