IFA Administrator in Birmingham

Location: Birmingham
Salary: £25,000,000 per year
Recruiter: Bell Cornwall
Job Hours: Full-time

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IFA 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!

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