This role will include providing general administrative support one of the Financial Planner's, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
Industry: Wealth Management
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
As an active member of the administration team, you will carry out a range of administrative and reception duties to ensure the smooth day-to-day running of the school.
We are seeking a proactive and dedicated School Administrator to join our vibrant school community.