IFA Administrator, Edgbaston
Hybrid
Up to £30,000
This role is for you if you are an IFA Administrator looking for a new challenge. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The business
This nationwide business provides holistic financial advice on a whole of market basis. They have offices across the UK where this role is based in their Edgbaston Office.
The role
As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you'll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.
Benefits
- Up to £30,000 dependant on experience.
- Hybrid work available.
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality.
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% minimum (company will match up to 10%)
- Discretionary 10% annual bonus based on company performance.
- 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
Role synonyms - Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator