IFA Administrator — Dynamic Financial Advisory with Growth

Reed; Birmingham; On-site; GBP 30,000; Full time

Job summary

A financial advisory company in Birmingham seeks an experienced IFA Administrator to enhance service delivery within their growing team. The ideal candidate will have at least 2 years of experience in a similar role, excellent communication skills, and a strong understanding of financial services compliance. The role offers a competitive salary of up to £30,000 and excellent support, including 31 days of annual leave and extensive employee benefits.

Benefits

31 days annual leave

Income protection

Life insurance

Employee assistance program

Support for financial and personal well-being

Access to virtual GP appointments

Company sick pay

Qualifications

• Experienced in a similar role for at least 2 years.
• Strong knowledge of compliance regulations in finance.
• Excellent verbal and written communication abilities.

Responsibilities

• Collaborate with office managers to deliver compliant services.
• Process new business applications efficiently.
• Maintain accurate back-office records.
• Aid in research and report preparation.

Skills

2 years' experience as an IFA Administrator

Understanding of financial services and compliance

Communication skills

Interpersonal skills

Proficiency in financial planning software

Ability to work in a team and independently

Job description

A financial advisory company in Birmingham seeks an experienced IFA Administrator to enhance service delivery within their growing team. The ideal candidate will have at least 2 years of experience in a similar role, excellent communication skills, and a strong understanding of financial services compliance. The role offers a competitive salary of up to £30,000 and excellent support, including 31 days of annual leave and extensive employee benefits.