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West Midlands, , United Kingdom
Financial Services Administrator
Are you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston!
Benefits:
Competitive salary up to £30,000 (DOE)
31 Days Holiday (Including Bank Holiday)
Holiday entitlement increases with length of service
Location - Birmingham
Pension auto-enrolment scheme
Group Life Cover & Income Protection
Hybrid working opportunities
Employee Assistance Programme
Financial Wellbeing Support Role & Responsibilities:
Process new business applications, ensuring compliance with FCA regulations
Handle client queries, prepare valuations, and maintain accurate client records
Assist with investment, pension, and protection administration
Prepare review packs, performance reports, and compliance documentation
Process fund switches, withdrawals, and provider transactions
Liaise with providers, advisers, and clients to ensure smooth operations
Maintain CRM systems and ensure all client data is up to dateRequired Skills & Experience:
At least 2 years of experience in IFA administration
Strong knowledge of investment, pension, and protection products
Excellent organisational skills and attention to detail
Proficiency in financial systems and CRM software
Strong communication and client service skills
Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now
Slangs & AI meanings
facing a personal or financial crisis
Service air
Broke (Financially Ruined)
Clearance or service letter; fake service letter
Financial is Australian slang for well−off, solvent.
service station
Broke (financial). I'm skint mate. Bleedin' hearts.
Trouble, especially financial trouble. Bankruptcy
Lip service is slang for fellatio.
Service is slang for sexual intercourse.
financial security
Lifer is slang for a prisoner condemned to life imprisonment.Lifer is slang for a member of the armed services who has volunteered for long service.
Broke (Financially Ruined)
A religious service where fallen comrades are remembered and mourned.
In Queer Street is British slang for in financial difficulties.
Financial Services Administrator
facing a personal or financial crisis
Service air
Broke (Financially Ruined)
Clearance or service letter; fake service letter
Financial is Australian slang for well−off, solvent.
service station
Broke (financial). I'm skint mate. Bleedin' hearts.
Trouble, especially financial trouble. Bankruptcy
Lip service is slang for fellatio.
Service is slang for sexual intercourse.
financial security
Lifer is slang for a prisoner condemned to life imprisonment.Lifer is slang for a member of the armed services who has volunteered for long service.
Broke (Financially Ruined)
A religious service where fallen comrades are remembered and mourned.
In Queer Street is British slang for in financial difficulties.
Financial Services Administrator
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