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IFA Admin & Client Services Specialist; Hybrid

Job in Bridgend, Bridgend County, CF31, Wales, UK
Listing for: Options Resourcing Ltd
Full Time position
Listed on 2026-02-16
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Position: IFA Admin & Client Services Specialist (Hybrid)
An established industry player is seeking an experienced Financial Services Administrator to join their dynamic team in Birmingham. This role involves supporting financial planners, processing new business applications, and ensuring compliance with FCA regulations. You will handle client queries, maintain accurate records, and assist with investment and pension administration. With a competitive salary and a range of benefits including hybrid working opportunities, this position offers a fantastic chance to advance your career in a supportive environment.

If you have a passion for client service and a strong background in IFA administration, this could be the perfect opportunity for you.
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