IFA Administrator
Job Title: IFA Administrator Industry: Financial Services Location: Birmingham Salary: £20,000 - £26,000 Reference Number: 9168 Job Description: Recruit UK are working with a growing wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth. The client is looking for an individual with previous IFA Administration experience, who is looking for a long-term career in the financial planning profession. Responsibilities: Updating the CRM and ensuring this is always compliantProcessing new businessAssist with quotations and illustrationsPoint of contact for client enquiriesPacks and portfolio reports for client meetingsWorking alongside paraplanners and financial advisers to support all parts of financial planning What’s in it for you: Salary up to £26,000 (Negotiable on experience)Support with travel costs to and from officeGenerous holiday allowance + a Christmas shutdownSocial office - regular office tripsCareer professional development - support with studyMedical insuranceDeath in service Skills and experience required: Previous experience as a Financial Planning AdministratorAbility to use all Microsoft software - Word/Excel/OutlookExcellent communication skillsStrong organisational skillsGeneral administration skillsClient liaison About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Birmingham on a Financial Planning administration role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
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