James and Partners in Birmingham is seeking an IFA Administrator to provide end-to-end administrative support to Financial Advisers and Paraplanners, handling onboarding, account opening, and ongoing servicing. You will liaise with clients, providers and internal teams to ensure timely information flow and compliance.
Key requirements include 2+ years in UK IFA/wealth management admin, strong organisation, and experience with CRM and financial planning platforms.
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Consider building your career as a IFA Admin & Onboarding Specialist at James & Partners.
We are currently recruiting a IFA Admin & Onboarding Specialist for our team in Birmingham, England, United Kingdom.
This is a great role to take on the IFA Admin & Onboarding Specialist role at James & Partners.
As a IFA Admin & Onboarding Specialist, you will play an important part at James & Partners in Birmingham, England, United Kingdom.