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Junior IFA Administrator


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Salary £20000 - £24000

Recruiter Managing This Role

Junior IFA Administrator – Birmingham – £23,000

My client who are a National IFA looking to recruit and trainee IFA administrator in their Birmingham office, to help with administration for the Paraplanners and Financial Advisors within the business. They are open to the type of person in this role, as long as you have an interest and desire within Wealth management or investments, or some professional administration experience, this could be the role for you!

What’s needed to be considered?

  • An understanding/interested on the financial planning/wealth management industry would be ideal.
  • Ideally Working towards the Level 4 Diploma/LIBF
  • Strong University Qualification or similar.
  • Previous experience within and IFA would be desirable.
  • Strong administration skills and a willingness to learn.


  • Flexible working after probation.
  • Study support and exams paid for with paid study leave.
  • Pension – 7% employer / 5% employee contributions
  • 25 days holiday + Bank Holidays + Christmas Closure + Birthdays off.
  • Bonus scheme
  • Income Protection + Healthcare Scheme
  • Chance to work for a Chartered firm.

What’s next?

Apply today to be considered for this junior IFA administrator 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator, Junior IFA Administrator

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Application For Junior IFA Administrator