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Permanent

IFA Administrator

Birmingham
money-bag 28000.00-28000.00 Annual
3085441154
Posted Today

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.The Role As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement.Key ResponsibilitiesProvide end-to-end administrative support to Financial PlannersBuild and maintain strong professional relationships with clientsProcess new business across ISAs, GIAs, pensions, offshore bonds and trustsPrepare meeting packs, valuations and client documentationMaintain accurate client records and back-office systemsLiaise with internal operational teams and third-party providersManage pipelines, account set-up and AML documentationIdentify, log and escalate risks or errors in line with internal proceduresSupport the use of client portals and ..... full job details .....

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