IFA Administrator

Client Services Administrator

Birmingham Hybrid Working, one day in the office required every 2 weeks

Salary up to £35,000 + Bonus + Excellent Benefits

Join a Boutique Wealth Management Firm Where Quality Comes First

Are you an experienced Client Services Administrator looking for a role where your contribution is genuinely valued?

We are partnering with a highly regarded Financial Planning firm that specialises in delivering bespoke advice to Ultra High Net Worth individuals and families. With a strong reputation for exceptional client service and long-term relationships, this growing business offers the opportunity to be part of a close-knit, professional team where quality always takes precedence over quantity.

This is an ideal opportunity for someone who enjoys building client relationships, takes pride in delivering a first-class service, and is looking to further their career within a supportive and forward-thinking environment.

What's on Offer?

" Salary up to £35,000 (depending on experience)

" Performance-related annual bonus

" Hybrid working with excellent flexibility

" 25 days holiday plus bank holidays and additional discretionary leave

" Pension scheme and life assurance

" Ongoing support with professional qualifications and career development

" Exposure to complex and rewarding client cases

" A collaborative and supportive team culture where your voice is heard

The Opportunity

Working closely with a small team of Financial Planners, you will play a pivotal role in supporting clients throughout their financial planning journey and ensuring the highest standards of service are maintained.

Your responsibilities will include:

" Acting as a key point of contact for clients and building strong professional relationships

" Managing new business applications and seeing cases through to completion

" Preparing valuations, reports, illustrations and client meeting documentation

" Liaising with providers and third parties to ensure a seamless client experience

" Maintaining accurate client records and CRM systems

" Supporting advisers with ongoing client servicing and administrative requirements

" Ensuring all work is completed in line with regulatory and compliance standards

About You

The successful candidate will have:

" Previous experience within Financial Services, Wealth Management or Financial Planning

" Excellent communication and relationship-building skills

" Strong organisational abilities and exceptional attention to detail

" A proactive, positive approach and the ability to manage multiple priorities

" A genuine passion for delivering outstanding client service

Why Join?

This is more than just an administration role. It's an opportunity to become an integral part of a respected wealth management firm that invests in its people, values professional development, and takes pride in delivering an exceptional experience for every client.

If you're looking for a role where you can make a real impact while developing your career within a successful and growing business, we'd love to hear from you.

All applications will be treated in the strictest confidence quoting reference NJR-16765