Financial Planning Administrator

Ellis James Partners; Birmingham; Hybrid; GBP 28,000 - 31,000; Full time

Job summary

A growing IFA practice near Meriden seeks a Financial Planning Administrator to support client relationships and operational tasks. This role offers hybrid working and clear pathways for progression within a supportive team culture.

Benefits

Hybrid working: 3 days in the office, 2 from home

Clear pathways for progression

Supportive team culture

Qualifications

• Previous experience in a financial services admin role is essential.

Responsibilities

• Preparing client meeting packs and documentation.
• Handling inbound client queries and providing updates.
• Supporting compliance and day-to-day operational tasks.

Skills

Organizational Skills

Attention to Detail

Communication

Willingness to Learn

Job description

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This range is provided by Ellis James Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Ellis James Partners

The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners

Wealth Management Administrator

Meriden (Hybrid – 3 days in-office, 2 from home)

We’re working with a successful and growing IFA practice based near Meriden that’s looking to expand its client support team with a dedicated Financial Planning Administrator.

This is a great opportunity for someone with a background in IFA Administration to join a close-knit team that values collaboration, learning, and progression.

The Role

You’ll work closely with advisers and paraplanners to support client relationships and keep things running smoothly behind the scenes. Tasks will include:

• Preparing client meeting packs and documentation
• Handling inbound client queries and providing updates
• Keeping client records accurate and up to date
• Supporting compliance and day-to-day operational tasks
• Collaborating across the business to deliver a first-class client experience

What They're Looking For

Previous experience in a financial services admin role is essential

• Highly organised with strong attention to detail
• Comfortable communicating with clients and internal teams
• Eager to learn and grow within the wealth management sector
• Due to the rural office location, access to a car may be required

What’s on Offer

• £28,000 – £31,000 salary depending on experience
• Hybrid working: 3 days in the office, 2 from home
• Clear pathways for progression – whether into paraplanning, advice, or team leadership
• Supportive team culture in a well-established, forward-thinking firm

If you're looking for a role where you’ll be supported to grow, given responsibility, and work with people who genuinely care about the client journey, this could be the right move for you.

Apply now or drop us a message if you'd like to find out more before putting your CV forward.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Finance

• Industries

  Financial Services and Investment Management

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