Address
Form of work
SalaryJob Title : IFA Administrator
Location : North-West Birmingham
Salary : £ 25,000 - £ 30,000
Company Overview:
A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients, is looking to add to their growing team. They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing financial planning practice.
They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.
The role:
The role itself will be working within the close-knit wealth management team and being a key part of the advice process. Working closely with the experienced financial planners, paraplanners and the team leader.
Ideally, they are looking for candidates with a background within an IFA / Financial Planning firm and with strong administrative skills to cover tasks such as; producing valuations, processing new business, leasing with providers and creating meeting packs. This is a fast-paced environment and would suit someone who likes to be busy and who has strong interpersonal skills.
The Required Skills:
- R01, CF1 or equivalent is desirable
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- Experience in using Intelliflo would be advantageous
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills
- Good understanding of the FCA and how a Financial services firm operates
Benefits
- Strong holiday allowance including closure at Christmas
- Annual Bonus
- Death in Service
- Company Pension
- Exam support
If you are passionate about delivering exceptional client service and have a strong desire to contribute to our team's success, we encourage you to apply for the IFA Administrator position.
