💼 Full-Time Position

Senior IFA Administrator

🏢
Heat Recruitment
📍 Birmingham, England, United Kingdom
📍
Location
Birmingham, United Kingdom
📅
Posted
June 27, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Location

Birmingham

Salary £28000 - £31000 TypePermanent WorkplaceOn-Site Ref89563

Recruiter 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:

  • 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...