IFA Administrator

TG Selection; Tamworth; On-site; GBP 25,000 - 30,000; Full time

Job summary

A respected financial advisory firm in Tamworth is seeking a full-time IFA Administrator to provide comprehensive support for their team of Financial Advisers. Responsibilities include managing new business admin and processing client documentation, while ensuring client records are well maintained. The ideal candidate will possess a strong background in Financial Services with exceptional organisational and communication skills. A friendly team environment awaits with excellent training and future progression opportunities.

Benefits

Salary up to £30,000

Training opportunities

Benefits package

Career progression

Qualifications

• Background in Financial Services is preferred.
• Experience in IFA Admin or similar roles is advantageous.

Responsibilities

• Provide support & administration services for Financial Advisers.
• Manage new business admin and document processing.
• Maintain back office systems and client records.

Skills

Organisational skills

Attention to detail

Communication skills

Team player

Job description

Overview

IFA Administrator. Full-time or reduced hours / days considered. A respected financial advice / IFA firm. Established company with welcoming friendly administration team. Flexibility on hours and days considered.

About Our Client

A successful West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit a Financial Planning / IFA Administrator to join their team in Tamworth.

Responsibilities

• Providing support & administration services for a team of Financial Advisers
• New business admin
• Adding & scanning documents to the back-office system
• Processing of adviser and provider documentation
• Obtaining illustrations
• Preparing client correspondence
• Maintain back office systems and client records

Qualifications

• The ideal candidate will have a background in Financial Services
• Suitable backgrounds could include IFA Admin, Wealth Admin, IFA Client Support, Mortgage Administration
• Be well organised
• Good level of attention to detail
• Excellent communication skills
• Be a positive team player

Benefits

• Salary full time circa £25,000 - £30,000
• If reduced hours, salary based on pro rata
• Benefits package
• Excellent on the job training available
• Future progression available

Your contact for this vacancy is Keith Enright

TG Selection is a specialist Financial Services recruitment firm with routes dating back 25 years in the West Midlands