IFA Administrator Birmingham Based Hybrid Working (2 Days WFH) £30,000 DOE 31 Days Holiday + Bank Holidays Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you? My client believe financial planning is about more than just advice. It s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities - Obtaining and compiling provider information and illustrations - Processing and tracking new business submissions - Managing investment, pension, and protection business - Communicating with clients and providing exceptional customer service - Preparing valuation reports, performance documentation, and review checklists - Processing and monitoring switches with providers - Completing withdrawal instructions for clients - Updating back-office systems Required Experience - Excellent communication skills with a customer-centric approach - Team-oriented, with a collaborative work style - Experience with IFA systems and processes Apply now for this exciting IFA Administrator ..... full job details .....