Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.
Salary ranges £27,000–£32,000 depending on experience, with free parking. Responsibilities include coordinating planner diaries and client meetings, preparing detailed meeting documentation, processing new business applications, producing illustrations/valuations, and maintaining back-office records.
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IFA Administrator | Wealth Management Support & Client Care employer: Plum Personnel Ltd
Join our dynamic team at Blythe Valley Business Park, where we prioritise a supportive work culture and offer flexible working hours to suit your lifestyle. As a Personal Assistant in our new Wealth Management practice, you'll benefit from competitive salary packages, free onsite parking, and opportunities for professional growth in the thriving financial services sector. We value initiative and communication skills, ensuring that every team member contributes to our commitment to exceptional client service and diversity in the workplace.
