IFA Administrator

IDEX Consulting; Birmingham; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading UK wealth management firm is seeking an experienced IFA Client Administrator to provide comprehensive administrative support to Financial Planners. This role involves managing client relationships, processing new business, and preparing documentation, all within a structured environment. The position offers a competitive salary, a hybrid working model, and substantial opportunities for professional growth. The ideal candidate will have 2-5 years of relevant experience and a strong understanding of financial products.

Benefits

Competitive salary

Hybrid working model

Private medical insurance

Life assurance and pension contribution

Generous holiday allowance

Support towards further qualifications

Qualifications

• 2-5+ years' experience supporting Financial Advisors or Financial Planners.
• Experience in new business processing and ongoing client servicing.
• Attention to detail and strong organizational skills.

Responsibilities

• Provide end-to-end administrative support to Financial Planners.
• Build and maintain strong professional relationships with clients.
• Process new business across various financial products.
• Prepare meeting packs and maintain accurate client records.

Skills

Strong understanding of financial planning products

Organized with ability to manage competing priorities

Professional communication skills

Client-focused approach

Job description

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners.
The firm is recognised for its scale, reputation and long‑term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.

The Role

As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards.
The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2‑3 day office arrangement.

Key Responsibilities

• Provide end‑to‑end administrative support to Financial Planners
• Build and maintain strong professional relationships with clients
• Process new business across ISAs, GIAs, pensions, offshore bonds and trusts
• Prepare meeting packs, valuations and client documentation
• Maintain accurate client records and back‑office systems
• Liaise with internal operational teams and third‑party providers
• Manage pipelines, account set‑up and AML documentation
• Identify, log and escalate risks or errors in line with internal procedures
• Support the use of client portals and digital tools

Candidate Profile

• 2‑5+ years' experience supporting Financial Advisors or Financial Planners
• Strong understanding of financial planning products and processes
• Experience of new business processing and ongoing client servicing
• Highly organised with the ability to manage competing priorities
• Professional communication skills, both written and verbal
• A client‑focused approach with strong attention to detail

What's on Offer

• Competitive salary
• Hybrid working model
• Private medical insurance
• Life assurance and pension contribution
• Generous holiday allowance with the option to purchase additional leave
• Strong opportunities for progression and professional development
• Support towards further qualifications

This is a rare opportunity to join a top‑tier financial planning organisation, offering long‑term career development, exposure to high‑quality work and the stability of a market‑leading firm.

To apply or for further information, please contact:
Ellie Sedgwick
07441 341 817
[e-mail]

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