IFA Administrator — Hybrid Role in Wealth Management

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

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.