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IFA Administrator


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Salary £25350 - £25350

Recruiter Managing This Role

Job Title: Part-Time IFA Administrator

Location: Birmingham (B26), (Office-Based)

Hours: 18 hours per week (flexible scheduling, minimum 16 hours)

Salary: £13 per hour

Annual Salary (FTE): £25,350

Holidays: 15 days plus Bank Holidays

A growing wealth management business is currently seeking a Part-Time IFA Administrator to join their support team. This position is based in the Solihull office and offers the opportunity to work closely with experienced financial professionals.

Key Responsibilities:

  • Provide administrative support to independent financial advisers
  • Assist in client communications and documentation
  • Maintain accurate and organised client records
  • Handle general office tasks, including phone and email correspondence
  • Coordinate and schedule appointments
  • Collaborate with team members to ensure smooth office operations

The existing adviser team has accumulated over 30 years of experience in financial services. The practice, based on a client-focused approach, specialises in a wide range of financial planning services, including pensions, investments, tax planning, life assurance, and more.

What next?

If you are a detail-oriented and organised individual with a passion for supporting financial advisers, we invite you to apply for this exciting opportunity.

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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Application For IFA Administrator