Hybrid IFA Administrator: Study Support & Growth

Recruit UK; West Midlands; On-site; GBP 19,000 - 32,000; Full time

Job summary

Recruit UK is supporting a Sutton Coldfield financial planning practice in recruiting a Financial Services Administrator. The role involves checking fact finds, preparing authority letters, and creating client packs, while updating the CRM and liaising with clients by phone.

The position offers a salary up to £32,000 with study support towards Level 4 Diploma and a flexible working arrangement post-probation.

Qualifications

• 2+ years' experience in an IFA Administration role.
• Excellent communication skills, both written and verbal.
• Good telephone manner.

Responsibilities

• Check fact finds, prepare and process authority letters.
• Prepare review packs and create new client packs.
• Update the CRM system and liaise with clients by telephone.

Skills

Excellent communication

Telephone manner

Client liaison

Tools

Intelligent Office

Job description

Recruit UK is supporting a Sutton Coldfield financial planning practice in recruiting a Financial Services Administrator. The role involves checking fact finds, preparing authority letters, and creating client packs, while updating the CRM and liaising with clients by phone.

The position offers a salary up to £32,000 with study support towards Level 4 Diploma and a flexible working arrangement post-probation.