IFA Administrator / Client Account Manager

IFA Administrator / Client Account Manager

Bromsgrove or Kings Norton

Up to £35,000 + 30 Days Holiday + Bank Holidays + Christmas Closure + Pension + Hybrid Working After Probation + Career Development

Are you an experienced IFA Administrator looking to join a growing independent financial planning firm where your experience, client focus and work ethic are genuinely valued over qualifications?

This is an exciting opportunity to join a rapidly expanding Independent Financial Advice practice that is growing from four to six advisers over the coming year. As the business continues to expand, they're investing heavily in their in-house administration team to deliver an outstanding client experience and build long-term careers.

Unlike many financial planning firms, this business believes great administrators are built through practical experience, accountability and exceptional customer service—not simply qualifications. You'll join a close-knit team where decisions are made quickly, ideas are welcomed, and every member of staff plays an important role in the firm's continued success.

Working closely with advisers and clients, you'll oversee cases from initial application through to completion, providing first-class support throughout the financial planning journey. While you'll need a solid understanding of the advice process and suitability reports, the technical paraplanning is handled centrally through the firm's network, allowing you to focus on what matters most—delivering exceptional client service.

This is an excellent opportunity for an experienced IFA Administrator who enjoys building client relationships and wants genuine opportunities to progress into Senior Administration, Client Account Management or Operations as the business continues to grow. The Role:

Supporting advisers throughout the client journey

Managing client cases from application through to completion

Building strong relationships with clients and acting as a key point of contact

Liaising with providers, advisers and third parties

Reading and understanding suitability reports

Maintaining accurate CRM records and client documentation

Managing multiple cases and prioritising workloads effectively

Delivering an exceptional level of client service

The Person

Previous experience within IFA Administration or Wealth Management Administration

Strong understanding of the financial planning process

Excellent organisational skills with the ability to manage multiple priorities

Strong communication and relationship-building skills

Experience using CRM systems and Microsoft Office

Proactive, reliable and highly accountable

Passionate about delivering outstanding customer service