As a Financial Administrator, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Broker Support Administrator to join their team.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Company Overview
Join a prominent financial services firm based in Birmingham who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Our client is a professional and very well established provider of outsourced Administration services for Financial Advisors in the UK.
They work with many successful IFA's who choose to work with their highly experienced team of Administrators for the high levels of service that they can provide.
Full time, Permanent (35 hours per week) - £13.80 per hour (Circa £25,000 per annum) plus company benefits
Financial transaction processing - process other financial transactions as required by the FPM
Reporting to the Financial Processing Manager, the successful candidate will be responsible for processing financial transactions within Group Finance and in line with Group policies, focusing on:
Invoicing - raising invoices for rent, trade, and sundries accurately and reconciling where appropriate;
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.