IFA Administrator Client Impact
Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-15
Birmingham, West Midlands, B1, England, UK
Listing for:
Nelson Scott
Full Time, Remote/Work from Home
position Listed on 2026-01-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Overview
A financial advisory firm in Birmingham is seeking an IFA Administrator to provide comprehensive administrative support to Financial Planners. The successful candidate will facilitate client relationships, process documentation, and maintain client records in a hybrid working environment.
Responsibilities- Provide administrative support to Financial Planners and client teams.
- Facilitate client relationship management and client onboarding processes.
- Process documentation and record‑keeping for client files.
- Maintain client records in a hybrid working environment.
- Significant client‑facing experience in the wealth management sector.
- Strong communication and organisational skills.
Competitive benefits and continuous professional development opportunities.
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