Job Title: Experienced IFA Administrator / Technical Administrator




Location: Solihull/South Birmingham/Hybrid




Salary: £29,700 - £37,500 per annum (Depending on Experience) + Excellent Benefits




Hours: Full-Time (8:30 AM - 5:00 PM) or Part-Time considered




About the Company



My client is an established financial planning practice preparing to join a network as an Appointed Representative. Providing Independent Financial Advice to both Private and Corporate clients, priding themselves on exceptional client service and efficient operations.



Note: Technical paraplanning and suitability report writing are fully supported centrally by the Network, allowing our internal administration team to focus on high-quality practice support, client service, and workflow management.




Key Benefits & Package

• Salary: £29,700 - £37,500 (Negotiable based on experience)


• Pay Reviews: 2 structured pay reviews within your first 12 months


• Probation Period: 3 months


• Pension: 5.0% Employer contribution, increasing by 1.0% p.a. for the first 5 years


• Flexible Benefits Allowance: After 12 months, receive an additional £1,200 p.a. allowance toward personal protection/insurance cover of your choice (e.g., PHI, Critical Illness, or Life Cover)


• Holiday: 20 days per annum + Bank Holidays + Your Birthday off!

The Role & Key Objectives



We are seeking a proactive, highly organized individual to support the day-to-day administration and preparation for both new and existing client advice processes.




Primary Responsibilities:

• Client Onboarding & File Prep: Conduct initial audit work for new clients; prepare Confidential Financial Reviews (Fact Finds), meeting packs, and ID verification.


• Network Liaison: Handle all submissions via Network Triage Systems, manage correspondence, and prepare cases for network Paraplanning support.


• Systems & Data Management: Upload and maintain client records on Intelliflo and complete risk profiling via Dynamic Planner.


• Letters of Authority (LOA): Draft, track, and manage LOA requests to third-party providers to obtain comprehensive plan data.


• Cashflow & Analytics: Utilize cashflow forecasting software and generate comparison graphs/reports using FE Analytics.


• Review & Post-Meeting Support: Prepare files for annual client review meetings and execute post-meeting administration and follow-up tasks efficiently.

Candidate Profile & Experience



We are looking for a flexible, positive, and focused professional who can manage their own workload, prioritize effectively, and meet agreed timescales without constant supervision. Excellent communication skills and a bright, solution-focused attitude are essential.




Essential Requirements:

• Proven experience working as an IFA Administrator or Technical Administrator within an IFA firm or Wealth Management practice.


• Strong familiarity with provider platforms, product providers, and LOA processes.


• Excellent lateral thinking and ability to anticipate client and adviser needs.

Desirable Technical Experience & Systems Knowledge:

• Software: Intelliflo / Intelliflo IQ, Dynamic Planner, Unipass, FE Analytics, Competent Advisor, Cashflow Forecasting tools.


• Platforms: Fidelity, Quilter, Parmenion.


• Providers: Prudential, Royal London, among others.

How to Apply



If you are looking for a key role within a growing, forward-thinking practice with great benefits and a clear work-life balance, we would love to hear from you.



Please submit your CV and cover letter outlining your relevant experience.