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Salary £25000 - £27000

Recruiter Managing This Role

Position: Administrator – Wealth Management Firm
Location: Edgbaston (B15), UK
Salary – £25,000-£27,000 per annum 


  • Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)
  • 26 days holiday + bank holidays + increasing entitlement with LOS 
  • Matched pension + NI employer contributions 
  • Critical Illness & Life Cover
  • Annual bonus 
  • Quarterly team events 
  • In-house academy with full funding for relevant industry qualifications 

About Us: Join a rapidly growing lifestyle Financial Planning firm based in Edgbaston, Birmingham. As a directly authorised company, we specialise in providing comprehensive cashflow planning, pension, investment, and protection advice. We are seeking a dynamic individual to join our well-established team as an Administrator, supporting advisers and delivering quality advice to clients.

What We’re Expecting of You:

  • Literacy, numeracy, and attention to detail are crucial
  • Excellent organisational skills, team player, and ability to work independently
  • Hard-working, friendly, easy-going, and open to ideas
  • Willingness to listen, learn, and improve skills

Receptionist Duties:

  • Answering phones
  • Preparing boardroom for meetings
  • Greeting and looking after visitors, including clients
  • Sorting and distributing morning post
  • Organising and sending out post at the end of the day
  • Keeping the office clean and tidy
  • Managing stationery supplies
  • Booking team meeting venues and sorting lunch orders

Full-time role: 8:45 am-5:00 pm Monday-Thursday & 8:45 am-4:00 pm Fridays

What next?

If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery, 

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