Hybrid IFA Admin & Client Support

Company: Recruit UK
Apply for the Hybrid IFA Admin & Client Support
Location: Sutton Coldfield
Job Description:

Recruit UK is representing a Financial Services Administrator role in Sutton Coldfield. The position involves supporting a financial planning practice by checking fact finds, preparing and processing letters, updating the CRM and coordinating with clients by phone.

The ideal candidate has 2+ years in IFA administration, excellent communication skills, and a good telephone manner; Intelligent Office experience is a plus. Hybrid working and a competitive salary are on offer.

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Posted: October 3rd, 2026