Job Title: IFA Administrator
Industry: Financial Services
Location: Birmingham
Salary: £24,000 - £28,000
Reference Number: 9168
Job Description:
Recruit UK are working with a growing wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth. The client is looking for an individual with previous IFA Administration experience, who is looking for a long-term career in the financial planning profession.
Responsibilities:
- Updating the CRM and ensuring this is always compliant
- Processing new business
- Assist with quotations and illustrations
- Point of contact for client enquiries
- Packs and portfolio reports for client meetings
- Working alongside paraplanners and financial advisers to support all parts of financial planning
What's in it for you:
- Salary up to £28,000 (Negotiable on experience)
- Support with travel costs to and from office
- Generous holiday allowance + a Christmas shutdown
- Social office - regular office trips
- Career professional development - support with study
- Medical insurance
- Death in service
Skills and experience required:
- Previous experience as a Financial Planning Administrator
- Ability to use all Microsoft software - Word/Excel/Outlook
- Excellent communication skills
- Strong organisational skills
- General administration skills
- Client liaison
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Birmingham on a Financial Planning administration role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.