Job Description
Location
Liaise with providers and clients to ensure seamless communication and coordination.
Book meetings with clients and assist in preparing client meeting packs.
Handle no change letters and other relevant administrative tasks.
Fully own the client review process...
Birmingham
Salary £28000 - £31000 TypePermanent WorkplaceOn-Site Ref89563Recruiter Managing This Role
Senior IFA Administrator Cofton Hackett Up to £30,000
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic and growing organisation
Role Responsibilities:
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Submit ApplicationJob Details
- Location Birmingham, England
- Job Type Permanent
- Category Secretaries and Administrative Assistants
- Posted Date July 07, 2026
- Application Deadline August 16, 2026