IFA Administrator — Wealth Management Support & Growth

James and Partners; Lichfield; On-site; GBP 27,000 - 33,000; Full time

Job summary

James and Partners is seeking an experienced IFA Administrator in Lichfield to provide end-to-end administrative support to Financial Advisers and Paraplanners. You will manage onboarding, client communications, and ongoing servicing while ensuring accurate records and FCA compliance.

The role emphasises client-focused service, collaboration with internal teams, and progression into paraplanning with structured development opportunities and professional qualifications support.

Qualifications

• 2+ years of experience in a UK IFA/wealth administration role.
• Good working knowledge of pensions and investments, as well as platforms and new-business processes.
• Strong organisational skills, accuracy and clear written communication.
• Comfortable using CRM, document-management and financial planning systems.
• Client-first, proactive approach with ownership mindset.
• Experience supporting internationally mobile/expatriate/US-connected clients in a UK planning environment is a plus.

Responsibilities

• Provide end-to-end administrative support to Financial Advisers and Paraplanners on a busy UK caseload.
• Manage client onboarding, letters of authority, account opening, new business processing, transfers, withdrawals and ongoing servicing.
• Liaise with clients, product providers, platforms and internal teams to progress information and actions promptly.
• Prepare valuations, review packs, client documents and supporting information for adviser meetings.
• Maintain complete client records, CRM data, file notes and documentation in line with FCA/compliance standards.
• Track cases through to completion and follow up on delays or missing information.
• Collaborate with advisers, paraplanners and administrators to optimise client time with advisers.

Skills

UK IFA/wealth admin exp

Pensions & investments knowledge

CRM / document management

Organised / deadline driven

Client-focused attitude

International client experience (helpf

Education

Financial planning qualifications (preferred)

Tools

CRM systems

Financial planning software

Document management systems

Job description

James and Partners is seeking an experienced IFA Administrator in Lichfield to provide end-to-end administrative support to Financial Advisers and Paraplanners. You will manage onboarding, client communications, and ongoing servicing while ensuring accurate records and FCA compliance.

The role emphasises client-focused service, collaboration with internal teams, and progression into paraplanning with structured development opportunities and professional qualifications support.