James & Partners is seeking an experienced IFA Administrator to support Financial Advisers and Paraplanners across a busy UK caseload in Birmingham.
You will handle client onboarding, letters of authority, account opening, new business processing, transfers and ongoing servicing, ensuring prompts and compliant documentation. The role offers a clear career path, with progression into Paraplanning and possibly Financial Advice as the firm grows.
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IFA Administrator - Wealth Management Onboarding Pro 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.
