IFA Administrator required for a leading local financial advice firm
Established company with welcoming friendly team
My client is happy to consider full-time or part-time applicants

About Our Client
A West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an IFA Administrator to join their team in Tamworth.

Job Description

• 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

The successful applicant

• The ideal candidate will have a background in Financial Services
• Suitable backgrounds might include IFA Administrator (pensions & investments), Adviser Client Support, Wealth Administrator, Mortgage Administrator
• Be well organised
• Good level of attention to detail
• Excellent communication skills
• Be a positive team player

What's on offer

• Excellent on the job training available
• Future progression available

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