IFA Administrator | Wealth Management Support & Client Care

Plum Personnel Ltd; Illshaw Heath; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Free parking

Job summary

Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.

Salary ranges £27,000–£32,000 depending on experience, with free parking. Responsibilities include coordinating planner diaries and client meetings, preparing detailed meeting documentation, processing new business applications, producing illustrations/valuations, and maintaining back-office records.

Qualifications

• Experience supporting an Independent Financial Advisor.
• Knowledge of investment, pension and life assurance processing.
• Strong organisational and IT skills.

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently
• Carrying out hospitality duties—creating the perfect customer journey for new and established clients daily

Skills

IFA administration

Diary coordination

Client communications

Job description

Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.

Salary ranges £27,000–£32,000 depending on experience, with free parking. Responsibilities include coordinating planner diaries and client meetings, preparing detailed meeting documentation, processing new business applications, producing illustrations/valuations, and maintaining back-office records.