Overview
Financial Planning Administrator Jobs in Birmingham, England, UK at Ellis James Partners Ltd
Wealth Management Administrator
Make your application after reading the following skill and qualification requirements for this position.
Meriden (Hybrid – 3 days in-office, 2 from home)
£28,000 – £31,000 | Full-time, Permanent
We’re working with a successful and growing IFA practice based near Meriden that’s looking to expand its
client support
team with a dedicated Financial Planning Administrator.
This is a great opportunity for someone with a background in IFA Administration to join a close-knit team that values
collaboration
, learning, and progression.
The Role
You’ll work closely with advisers and paraplanners to support client relationships and keep things running smoothly behind the scenes. Tasks will include:
Preparing client meeting packs and documentation
Handling inbound client queries and providing updates
Keeping client records accurate and up to date
Supporting compliance and day-to-day operational tasks
Collaborating across the business to deliver a first-class client experience What They’re Looking For
Previous experience in a financial services admin role is ideal – but not essential
Highly organised with strong
attention to detail
Comfortable communicating with clients and internal teams
Eager to
learn and grow
within the wealth management sector
Due to the rural office location, access to a car may be required What’s on Offer
£28,000 – £31,000 salary depending on experience
Hybrid working: 3 days in the office, 2 from home
Clear pathways for progression – whether into paraplanning, advice, or
team leadership
Supportive team
culture in a well-established,
forward-thinking
firm If you’re looking for a role where you’ll be supported to grow, given responsibility, and work with people who genuinely care about the client journey – this could be the right move for you.
Apply now
or drop us a message if you’d like to find out more before putting your CV forward
Title: Financial Planning Administrator
Company: Ellis James Partners Ltd
Location: Birmingham, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator, Accounting & Finance)
