James and Partners in Birmingham is seeking an IFA Administrator to provide end-to-end administrative support to Financial Advisers and Paraplanners, handling onboarding, account opening, and ongoing servicing. You will liaise with clients, providers and internal teams to ensure timely information flow and compliance.
Key requirements include 2+ years in UK IFA/wealth management admin, strong organisation, and experience with CRM and financial planning platforms.
IFA Admin & Onboarding Specialist in Birmingham employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
