IFA Administrator - Solihull - Fram Search : Job Details

• CRM Management
• Client Interaction
• Administration

Are you an organised and proactive individual with a passion for delivering excellent client service? We’re working with a well-established financial planning firm that is looking for a reliable IFA Administrator to support their Advisers and help deliver a seamless client experience.Key Responsibilities:

• Provide administrative support to Financial Advisers across all aspects of the client journey
• Manage client communications with a professional and friendly approach
• Maintain accurate records, ensuring all documentation is up-to-date and compliant
• Assist with day-to-day operational tasks to support the smooth running of the business
• Collaborate with the wider team to enhance client experience and overall efficiency

What We’re Looking For:

• Previous experience in an IFA or financial services admin role preferred
• Strong attention to detail and organisational skills
• Excellent written and verbal communication skills
• A team player with a positive attitude and willingness to learn
• Ability to work efficiently in a fast-paced environment while maintaining high standards

This is a great opportunity to join a supportive, professional team with a focus on quality service and long-term client relationships. If you're looking to build your career in financial services and want to make a real impact, we’d love to hear from you.