Financial Planning Administrator

Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation)

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression.

As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice.

Key responsibilities:

• Provide administrative support to Financial Planners and Paraplanners

• Prepare and process new business and review documentation

• Liaise with clients, providers, and other stakeholders to ensure smooth operations

• Maintain accurate and compliant client records

What's on offer:

• Salary up to £30,000 plus bonus and benefits

• Full-time, office-based initially with hybrid working after probation

• Excellent training and ongoing professional development

• Clear progression opportunities within the business

• Friendly, professional, and supportive team environment

Requirements:

• Previous experience as an IFA or Financial Planning Administrator

• Good knowledge of financial services processes and provider platforms

• Strong organisational skills and attention to detail

• Confident communicator with a proactive and professional approach

This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.