IFA Administrator

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

Job Title: Financial Services Administrator

Industry: Financial Planning

Location: Sutton Coldfield

Salary: up to £32,000

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 £32,000, 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.