IFA Administrator | Wealth Management Support & Client Care

Company: Plum Personnel Ltd
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Job Description:

Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.

Salary ranges £27,000–£32,000 depending on experience, with free parking. Responsibilities include coordinating planner diaries and client meetings, preparing detailed meeting documentation, processing new business applications, producing illustrations/valuations, and maintaining back-office records.

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Posted: October 5th, 2026