IFA Administrator — Flexible Hours & Growth Path

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

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.