Description

IFA Administrator / Wealth Planning Administrator

Location: Birmingham (North East outskirts of city centre) – Office based

Salary: £25,000 – £30,000 (depending on experience)

The opportunity

We’re working with a boutique, client-focused wealth management firm that offers a supportive, friendly environment where you’re genuinely valued

If you’re an IFA Administrator who enjoys variety, thrives in a team environment, and wants to develop your technical knowledge, this could be the perfect next step.

About the company

You’ll be joining an established practice of around 30 professionals, known for its high-quality financial planning, strong processes, and approachable, down-to-earth culture. The team takes pride in providing a truly personal service.

Why you’ll love it

• A boutique environment where your work is recognised and valued
• A role with genuine variety and scope to build technical admin skills
• Clear progression into paraplanning or advice if that’s your long-term goal
• A collaborative, supportive team with strong structure and leadership
• Full exam support to complete your Diploma (if desired)
• Stable 9am–5pm hours, and a business that values work-life balance

The role

You’ll support advisers and paraplanners across a range of life, investment and pension business — taking ownership of admin processes while building exposure to more technical areas of financial planning.

Key responsibilities include:

• Submitting and tracking new business and top-up applications
• Managing client documentation and updating back-office systems (IO experience ideal)
• Assisting with annual and portfolio reviews
• Handling fund switches, withdrawals and platform transactions
• Liaising with clients, advisers, and providers to keep cases progressing smoothly
• Preparing quotations and client documentation
• Supporting compliance and ensuring files remain accurate and up to date

This is a varied, hands-on role where no two days are the same, and where you’ll be part of a team that truly values quality and collaboration.

What you’ll bring

• Minimum 1 year’s experience in IFA or wealth management administration
• Excellent attention to detail and organisational skills
• Confident using CRM systems (preferably IO) and provider platforms
• Professional, friendly communication style
• Proactive attitude with a genuine interest in progressing within financial planning

What’s on offer

• £25,000 – £28,000 salary (depending on experience)
• 25 days holiday + bank holidays
• Full exam support towards Diploma qualifications
• Career development and opportunity to expand into technical work
• Supportive, friendly culture with clear structure and processes
• Office-based, Monday–Friday, 9am–5pm

This is an excellent opportunity if you’re an IFA Administrator who enjoys variety, wants to grow technically, and would love to work in a warm, boutique firm that values its people as much as its clients