IFA Administrator - Wealth Management Onboarding Pro

James & Partners; Birmingham; On-site; GBP 27,000 - 33,000; Full time

Job summary

James & Partners is seeking an experienced IFA Administrator to support Financial Advisers and Paraplanners across a busy UK caseload in Birmingham.

You will handle client onboarding, letters of authority, account opening, new business processing, transfers and ongoing servicing, ensuring prompts and compliant documentation. The role offers a clear career path, with progression into Paraplanning and possibly Financial Advice as the firm grows.

Qualifications

• Around 2+ years of experience within a UK IFA, financial planning or wealth management administration environment.
• Good working knowledge of pensions, investments, platforms and the client review / new business process.
• Strong organisation, accuracy and written communication, with confidence managing multiple cases and deadlines.
• Comfortable using CRM, document-management and financial planning systems.
• A client-first, proactive approach and the confidence to take ownership rather than simply pass tasks on.
• Experience supporting internationally mobile, expatriate or US-connected clients in a UK planning environment would be useful, but is not essential.

Responsibilities

• Provide end-to-end administrative support to Financial Advisers and Paraplanners across a busy UK financial planning caseload.
• Manage client onboarding, letters of authority, account opening, new business processing, transfers, withdrawals and ongoing servicing.
• Liaise professionally with clients, product providers, platforms and internal teams, ensuring outstanding information and actions are progressed promptly.
• Prepare valuations, review packs, client documents and supporting information ahead of adviser meetings.
• Maintain complete and accurate client records, CRM data, file notes and documentation in line with FCA and internal compliance standards.
• Track cases through to completion, identifying delays or missing information and taking ownership of follow-up.
• Work closely within an adviser / paraplanner / administrator structure to help advisers spend more time with clients and less time on administration.

Skills

IFA administration

Onboarding & new business

CRM systems

Pensions & investments

Client service

Multi-case management

Tools

CRM software

Document management systems

Financial planning software

Job description

James & Partners is seeking an experienced IFA Administrator to support Financial Advisers and Paraplanners across a busy UK caseload in Birmingham.

You will handle client onboarding, letters of authority, account opening, new business processing, transfers and ongoing servicing, ensuring prompts and compliant documentation. The role offers a clear career path, with progression into Paraplanning and possibly Financial Advice as the firm grows.