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Wealth Planning Administrator & IFA Support

Job in Birmingham, West Midlands, B1, England, UK
Listing for: JJ Search
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Business Administration
  • Administrative/Clerical
    Business Administration
Job Description & How to Apply Below
A well-respected financial planning firm in Birmingham is seeking a Financial Planning Administrator. The role involves client service administration, scheduling meetings, and preparing financial planning reports. Candidates should have experience in financial services administration, knowledge of compliance, and familiarity with client management systems. This is an excellent opportunity for someone looking to support a growing team of financial planners in an engaging environment.
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