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IFA Administrator: Elite Client Services & Planning Support

Job in Birmingham, West Midlands, B1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-17
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A top-tier financial planning firm is looking for an experienced IFA Client Administrator to provide administrative support to Financial Planners. The role involves processing new business and managing client relationships while ensuring high standards of service. Experience in financial planning and strong organizational skills are essential. The position offers a hybrid working model with competitive salary and extensive benefits including medical insurance and opportunities for professional development.
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