IFA Administrator

This role is for you if you are an administrator with at least 12 months experience in a financial advisory practice. You will be joining an experienced team where you will be exposed to an abundance of knowledge enabling you to develop your knowledge. This is a great opportunity to get into an established business and take your next step in the financial services industry.

The Business

The business is a thriving financial advisory practice that provides holistic advice to its clients across the UK. Their office is in the Southwest of Birmingham.

The Role

This is a varied role and you’ll be getting involved in all aspects of financial advisory administration. This might include dealing with client enquires, preparing meeting packs and information for the advisers, obtaining relevant information from providers, dealing with ad-hoc client requests and processing new business.

Benefits

• Job Type - Full-time
• Salary - £25,000 - £30,000 depending on experience
• Office Based
• Company pension
• On-site Parking
• Private Medical insurance

If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.