Address
Form of work
SalaryIFA Administrator
BCR/WD/11005
Castle Bromwich, Birmingham
£25,000-30,000 DOE
Bell Cornwall Recruitment is a delighted to be working with a successful Financial Services company with offices in Castle Bromwich. They are looking to grow their client services team due to a company wide expansion and want an IFA administrator to join them
Please view the details of this IFA administrator role below:
The Role:
- Liaise with internal and external parties- first point of contact for clients
- Updating and ensuring all supporting documentation is maintained
- Oversee management of annual reviews and portfolio reviews
- Prepare Platform withdrawals / fund switches / transactions for approval
- Respond to customer queries with standard letters or draft relevant responses
- Further ad-hoc administrative duties
The Ideal IFA Administrator will have:
- 2 years or more experience at an IFA Practice (Highly Desirable)
- Experience in Financial Services (Essential)
- Experience using Intelligent Office
- Great communication skills both written and verbal
- Excellent professional presentation
- Long term plans to remain within a client services role
A fantastic opportunity for a finance professional looking to join a growing organisation in the financial services realm!
Interested? Please click the ‘APPLY’ button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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