IFA Administrator

IFA Administrator focuses on booking annual client reviews via telephone, email, and post, with consistent follow-up.

What the role involves

• Booking annual client reviews via telephone, email, and post, with consistent follow-up.
• Preparing annual review packs, including valuations, fund factsheets, and compliance documents.
• Managing the end-to-end annual review process and maintaining accurate records for reporting.
• Handling day-to-day enquiries from clients and providers.
• Making outbound calls and managing inbound communications.
• Preparing for client meetings, including quotes, valuations, and supporting documentation.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Confirmed role details

• £26,000-£30,000 per annum (dependent on experience and qualifications).
• This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Additional role context

• Cofton Hackett (B45) then moving to Bromsgrove.

Known job details

• Pay: £26,000-£30,000 per annum