Senior IFA Administrator – Financial Planning

Bell Cornwall Recruitment; West Midlands; On-site; GBP 28,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment are assisting a small boutique financial planning firm in Sutton Coldfield to recruit an IFA Administrator. Office-based role with a salary range of 28,000 to 35,000 depending on experience.

The successful candidate will support Independent Financial Advisors, manage day-to-day administration, and handle pensions, investments, ISAs and protection products. Prior IFA or financial planning experience is essential.

Qualifications

• Experience as a Financial Services Administrator within an IFA or financial planning firm.
• Experience using provider platforms and online systems to process new business, valuations, policies and applications.
• Good understanding of pensions, investments, ISAs and protection products.

Responsibilities

• First point of contact for clients via phone, email and in person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documentation.

Skills

Financial services admin

Pensions knowledge

Investments knowledge

Attention to detail

Tools

Provider platforms

Job description

Bell Cornwall Recruitment are assisting a small boutique financial planning firm in Sutton Coldfield to recruit an IFA Administrator. Office-based role with a salary range of 28,000 to 35,000 depending on experience.

The successful candidate will support Independent Financial Advisors, manage day-to-day administration, and handle pensions, investments, ISAs and protection products. Prior IFA or financial planning experience is essential.