At a Glance
- Tasks: Support financial advisers and paraplanners in a dynamic wealth management firm.
- Company: Independently owned wealth management firm with strong values of knowledge, service, and trust.
- Benefits: Competitive salary, hybrid working options, and a supportive team environment.
- Other info: Opportunity for career growth in a collaborative and client-focused setting.
- Why this job: Join a growing firm and make a real difference in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator with a focus on accuracy and professionalism.
The predicted salary is between 26000 - 34000 £ per year.
IFA Administrator – Meriden, West Midlands | Office Based | £26,000–£34,000 + Benefits | hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff.
We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis.
Underpinning everything the firm does are three values: knowledge, service, and trust.
These are not words on a wall — they shape how decisions are made, how clients are treated, and how the team works together day to day.
This role suits an IFA Administrator who takes genuine pride in running things well — someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.
The firm advises private clients across the full spectrum of financial planning needs — retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning.
Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements.
Accuracy, compliance, and professionalism in every client interaction are non-negotiable. ...
IFA Adminstrator employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
