IFA Administrator / Wealth Planning Administrator

Birmingham (North East outskirts)

£30,000 – £34,000 (depending on experience)

Office-based (Monday to Friday, 9am–5pm)

Looking for a role where you’re genuinely valued?

If you’re currently working as an IFA Administrator and feel like your role has become repetitive, or you’re not getting the exposure you’d like — this could be a really nice step forward.

This is an opportunity to join a boutique wealth management firm where you’ll be part of a close-knit team, with real variety in your role and the chance to build your technical knowledge over time.

Client Overview

This is a well-established financial planning firm with around 30 team members, known for its high standards, strong processes and genuinely supportive culture.

It’s the kind of place where people enjoy coming to work — collaborative, down-to-earth and focused on doing things properly for both clients and the team.

This role would suit an IFA Administrator who enjoys being busy, working closely with others and developing their skills within financial planning.

Role Details

• Supporting advisers and paraplanners across pensions, investments and protection cases.
• Managing new business, provider follow-ups and keeping cases moving.
• Maintaining accurate client records using back-office systems (IO experience helpful).
• Assisting with annual reviews and ongoing client servicing.
• Handling platform transactions including fund switches and withdrawals.
• Preparing client documentation and ensuring files are compliant and well organised.

You’ll have real ownership of your work, while also gaining exposure to more technical aspects of financial planning.

Benefits / Details

• £30,000 – £34,000 salary depending on experience.
• 25 days holiday plus bank holidays.
• Full exam support towards the Diploma in Financial Planning.
• Clear progression into paraplanning or advice longer term.
• Supportive, friendly team with strong structure and leadership.
• Office-based role with consistent 9am–5pm hours.

If you’re looking for a role where you can build your technical knowledge, feel part of a team and enjoy the work you do day-to-day, please apply and we can discuss the role in more detail.