IFA Administrator

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

Job Title: Financial Services Administrator

Industry: Financial Planning

Location: Sutton Coldfield

Salary: up to GBP32,000

Job reference: 10617

Job Description:

Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.

If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you.

My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more.

What's in it for you?

• Competitive Salary up to GBP32,000, dependent on experience.
• Professional Development - study support towards the Level 4 Diploma (if desirable)
• Work-Life Balance - flexible home and office working (post probation)
• Generous Holiday Package - 25 days of annual leave plus bank holidays
• Lovely office in the heart of Sutton Coldfield
• Brilliant work culture
• Great transport links near the office

Skills and experience required:

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

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 Advice firm based in Sutton Coldfield on an Financial Services Administrator 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.