IFA Administrator / Financial Services Administrator

IFA Administrator/Financial Services Administrator

Wolverhampton

£27,500 - £32,000

Overview

Our client is a respected independent wealth management firm based in the Wolverhampton area, recognised for delivering high-quality financial planning and excellent client service to their long standing client base. They offer a professional yet supportive environment with a strong focus on collaboration, autonomy, and long-term development.

This opportunity would suit an experienced Administrator looking to join a well-established financial planning business and play a key role supporting Advisers and clients, and with an exciting succession plan.

Key Responsibilities

• Supporting Financial Advisers with day-to-day administration
• Maintaining client records and back-office systems
• Preparing client review packs and valuations
• Managing provider correspondence and authority requests
• Diary and workflow management
• Processing investment and product transactions
• Assisting with general office administration and client servicing

About You

• Previous experience within financial planning or wealth management administration
• Strong organisational skills and attention to detail
• Professional and client-focused approach
• Able to work independently within a small team
• Intelligent Office (iO) experience beneficial

Package

• Competitive salary
• Discretionary bonus
• Pension scheme
• Life assurance
• Study support
• Growing holiday allowance