IFA Administrator
Meriden (Hybrid – 3 days in-office, 2 from home)
£28,000 – £33,000 | Full-time, Permanent
Our partner, a fast-growing IFA practice near Meriden, is looking to further expand its client support team with a dedicated Client Support Administrator.
This is a great opportunity for someone with experience in IFA administration (or similar financial services) to join a close-knit team that values collaboration, learning, and progression.
What's on offer
- £28,000 – £31,000 salary depending on experience
- Hybrid working (3 days in the office, 2 from home)
- Opportunities for growth, whether into paraplanning, advice, or leadership
- Supportive team culture within a well-established, forward-thinking firm
The role
You'll work closely with advisers and paraplanners to support client relationships and keep things running smoothly behind the scenes.
- Prepare client meeting packs and documentation
- Handle client queries and provide updates
- Maintain accurate client records
- Support compliance and day-to-day operational processes
- Collaborate across the business to deliver a first-class client experience
What we're looking for
- Previous experience working within a Financial Planning environment
- Experience using Intelligent Office (IO) (Preferred)
- Confident communicator with clients and internal teams
- Eager to learn and develop in wealth management
- Access to a car may be needed due to the slightly rural office location
If you're looking to work with people who genuinely care about delivering great client service, we'd love to hear from you!