Financial Planning Administrator

Wealth Management Administrator Meriden (Hybrid – 3 days in-office, 2 from home) £28,000 – £31,000 | Full-time, Permanent We’re working with a successful and growing IFA practice based near Meriden that’s looking to expand its client support team with a dedicated Financial Planning Administrator. This is a great opportunity for someone with a background in IFA Administration to join a close-knit team that values collaboration, learning, and progression. The Role You’ll work closely with advisers and paraplanners to support client relationships and keep things running smoothly behind the scenes. Tasks will include: Preparing client meeting packs and documentation Handling inbound client queries and providing updates Keeping client records accurate and up to date Supporting compliance and day-to-day operational tasks Collaborating across the business to deliver a first-class client experience What They\’re Looking For Previous experience in a financial services admin role is ideal – but not essential Highly organised with strong attention to detail Comfortable communicating with clients and internal teams Eager to learn and grow within the wealth management sector Due to the rural office location, access to a car may be required What’s on Offer £28,000 – £31,000 salary depending on experience Hybrid working: 3 days in the office, 2 from home Clear pathways for progression – whether into paraplanning, advice, or team leadership Supportive team culture in a well-established, forward-thinking firm If you\’re looking for a role where you’ll be supported to grow, given responsibility, and work with people who genuinely care about the client journey - this could be the right move for you. Apply now or drop us a message if you\’d like to find out more before putting your CV forward