Job Details

IFA Administrator / New Business Administrator - Wolverhampton

Sector:Financial Services

Region : West Midlands

Location: Wolverhampton

Salary: 18000 - 25000 + study support + benefits

Job Ref.: SL:TRWLPPWV1

Job Information

A boutique Wolverhampton based Financial Planning Practice are looking to add an experienced IFA administrator to support their Financial Advisors and Paraplanners.

The ideal candidate will be as follows:

• Have completed R01 or CF1, or be studying for one of these
• 2 years’ experience as an IFA administrator or PA to an IFA at an IFA firm or consultancy rather than a bank/provider
• Have experience putting together valuation reports, conducting research and putting together portfolios
• Experience in submitting and processing new business
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems such as Avelo or XPLAN
• A keen eye for detail and administrative experience


This is an outstanding opportunity for a local candidate only. The firm are well known for being a prestigious name within the IFA industry in the West Midlands and deal with HNW clientele, meaning broad exposure to interesting and progressive work.

As an employer they are renowned for being a welcoming and open culture and this is a place which really supports its staff members.

The company offer a competitive salary of up to Β£23,000 plus full benefits and study support to chartered status. They also support progression and encourage career development.

Please apply either within and a consultant from Cameron James will be in touch.