Recruit UK are working on an excellent opportunity for an IFA Administrator near Birmingham to join a well-established Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions. They provide holistic, whole of market advice and provide clients with the very highest standards of service.
My client are currently looking to bring on an IFA Administrator to join their team in their offices based in Birmingham. As an IFA Administrator, the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more.
What’s in it for you?
- Salaries Up to £30,000 (negotiable dependent on your experience)
- 28 days holiday, plus bank holidays – as well as your Birthday day off
- Flexible home and office working
- Income protection
- Online discounts portal
- 4 x DIS
- 5% matched pension contributions
- Bonus scheme
- Opportunity for career progression and upskilling through academy
Skills and experience required:
- 1 years’ experience in an IFA Administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Team player
• Please mention Financial Planning Today Jobs when applying for this role.