Job Title: IFA Administrator
Location: Wolverhampton
Salary: 25,000 - 27,000
Hours: Hybrid Working and early finish Friday

A leading practice in Wolverhampton is seeking an experienced Client Services Administrator to join their growing team.

In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.

What's included?

* Early finish on Fridays

* Private healthcare + Private Medical Insurance cash plan

* Pension plan

* 25 days holiday + bank holidays

* Discresionary bonus scheme

* Hybrid working and team socials

What will you be doing?

* Scheduling client appointments, sending pre-meeting information as needed.

* Continually learn and develop your knowledge for further development

* Handle incoming client calls, prepare meeting packs, reports, and valuation documents for Advisors.

* Process fund switches, withdrawals, and other post-meeting tasks.

* Liaise with external providers and the Paraplanning team to ensure smooth business processing.

What do you need?

* Previous experience in a similar role with at least some knowledge in personal finance products, investments, services

* A desire for futher future progression in the wealth management sector, such as Paraplanning and Financial Adviser.

This is a fantastic opportunity to join a successful practice during a key period of growth