Hybrid IFA Admin & Client Support

Recruit UK; Sutton Coldfield; Hybrid; GBP 19,000 - 32,000; Full time

Benefits offered by this job

Flexible home & office working (post‑p

25 days annual leave + bank holidays

Lovely Sutton Coldfield office

Competitive salary up to GBP32,000

Job summary

Recruit UK is representing a Financial Services Administrator role in Sutton Coldfield. The position involves supporting a financial planning practice by checking fact finds, preparing and processing letters, updating the CRM and coordinating with clients by phone.

The ideal candidate has 2+ years in IFA administration, excellent communication skills, and a good telephone manner; Intelligent Office experience is a plus. Hybrid working and a competitive salary are on offer.

Qualifications

• 2+ years' experience in an IFA Administration role.
• Excellent written and verbal communication skills.
• Good telephone manner and client facing abilities.
• Experience with Intelligent Office is desirable.

Responsibilities

• Check fact finds and prepare authority letters and review packs.
• Create new client packs and update the CRM system.
• Liaise with clients by telephone and support advisers.

Skills

Communication skills

IFA Administration experience

Telephone manners

Tools

Intelligent Office

Job description

Recruit UK is representing a Financial Services Administrator role in Sutton Coldfield. The position involves supporting a financial planning practice by checking fact finds, preparing and processing letters, updating the CRM and coordinating with clients by phone.

The ideal candidate has 2+ years in IFA administration, excellent communication skills, and a good telephone manner; Intelligent Office experience is a plus. Hybrid working and a competitive salary are on offer.