IFA Administrator - Hybrid Role with Growth & Client Impact in Birmingham

Overview

A financial advisory firm in Birmingham is seeking an IFA Administrator to provide comprehensive administrative support to Financial Planners. The successful candidate will facilitate client relationships, process documentation, and maintain client records in a hybrid working environment.

Responsibilities

• Provide administrative support to Financial Planners and client teams.
• Facilitate client relationship management and client onboarding processes.
• Process documentation and record‑keeping for client files.
• Maintain client records in a hybrid working environment.

Qualifications

• Significant client‑facing experience in the wealth management sector.
• Strong communication and organisational skills.

Benefits

Competitive benefits and continuous professional development opportunities.