Ortus PSR
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
To apply for this job please visit www.reed.co.uk.
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