IFA Administrator / Financial Services Administrator

IFA Administrator/Financial Services AdministratorWolverhampton£27,500 - £32,000OverviewOur client is a respected independent wealth management firm based in the Wolverhampton area, recognised for delivering high-quality financial planning and excellent client service to their long standing client base. They offer a professional yet supportive environment with a strong focus on collaboration, autonomy, and long-term development.This opportunity would suit an experienced Administrator looking to join a well-established financial planning business and play a key role supporting Advisers and clients, and with an exciting succession plan.Key ResponsibilitiesSupporting Financial Advisers with day-to-day administrationMaintaining client records and back-office systemsPreparing client review packs and valuationsManaging provider correspondence and authority requestsDiary and workflow managementProcessing investment and product transactionsAssisting with general office administration and client servicingAbout YouPrevious experience within financial planning or wealth management administrationStrong organisational skills and attention to detailProfessional and client-focused approachAble to work independently within a small teamIntelligent Office (iO) experience beneficialPackageCompetitive salaryDiscretionary bonusPension schemeLife assuranceStudy supportGrowing holiday ..... full job details .....