About this role
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 platformEnsure all compliance documents are in place before submission, in line with the firm's New Business ProcessPrepare valuation reports, review packs and Post Review Summary reports for client meetingsRun Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracyCoach 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 firmWith confidence across multiple products and platformsA natural ability to support junior staff through coaching and trainingStrong product knowledge and a clear grasp of conduct rules and compliance requirementsExceptional attention to detail, strong organisation, and composure under competing deadlines
Salary and benefits
Salary up to £35,000 depending on experiencePension: 3% employer contribution with salary sacrifice23 days holiday plus bank holidays, rising to 25 with serviceGroup life cover at 4x salary, income protection and company sick pay (post-probation)Employee Assistance Programme and financial wellbeing supportHybrid working: up to 2 days from home each week