IFA Admin

Stourbridge, West Midlands
Integro Partners Ltd
IFA Administrator / Support – Full-Time, PermanentLocation: StourbridgeHours: Monday-Friday, 9:00am-5:00pmSalary: £25,000 – £27,500 per annumDepartment: IFA Support TeamReports to: Senior ParaplannerAbout the RoleWe are seeking an organised and proactive IFA Administrator / Support to join our friendly and professional team in Stourbridge. As a key member of the IFA support team, you will play a vital role in providing high-quality administrative support to our team of seven Independent Financial Advisers (IFAs), ensuring smooth day-to-day operations and excellent client service.This is an exciting opportunity for someone with strong administrative experience who enjoys working in a collaborative, fast-paced environment.Key Responsibilities

• Maintain accurate and compliant client records in back-office systems.
• Provide comprehensive administrative support, including handling emails, post, filing, scanning, data entry, and letter writing.
• Liaise directly with clients and third parties, ensuring all communications are professional and timely.
• Direct client and internal inquiries to the appropriate team member.
• Prepare documentation for IFAs to conduct compliant annual reviews.
• Produce initial meeting packs for clients’ first appointments.
• Assist the receptionist with processing Letters of Authority.
• Manage incoming calls and ensure all client queries are handled efficiently.
• Use and update the firm’s back-office system and learn to operate additional software as required.
• Liaise with product providers and other third parties to obtain required information.
• Commit to continuous personal development, maintaining up-to-date knowledge and records.

What You Bring

• Minimum 2 years’ experience in administration or a similar role (essential)
• Experience in Financial Services (preferred but not essential)
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to multi-task, prioritise effectively, and work under pressure
• A positive attitude and professional demeanour

What We Offer

• Opportunity to work in a supportive, fast-paced, and positive environment
• Be part of a collaborative and friendly team
• Competitive salary package
• Company pension
• Company sick pay
• Generous holiday allowance

Job Types: Full-time, PermanentExperience: Administrative: 2 years (preferred)Work Location: In person – Stourbridge