Job Title: IFA Administrator
Industry: Wealth Management
Location: Birmingham
Salary: up to £28,000 (negotiable dependent on experience)
Job reference: 8915
Job Description:
Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they are looking to bring on an IFA Administrator into their Birmingham office.
They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available when providing holistic financial advice. You will be supporting the Financial Advisers and Paraplanners to provide full administrative support.
Duties:
- Letters of authority
- Fund switches
- Withdrawals
- Processing new business
- Quotations
- Updating CRM system
- Working alongside Financial Planners and Paraplanners
- Client liaison
Benefits:
- 23 days holiday (plus bank holidays and increases with service)
- Salaries up to £28,000 (dependent on skill set, qualifications and experience)
- Lovely office in a friendly team
- Birthday off
- Quarterly bonus scheme
- Parking provided
- Plus many more flex benefits
Skills and experience required:
- Previous experience working in a Financial planning Administrator role
- Client-facing experience
- Excellent communication skills
- Previous experience utilising Intelligent Office
- Ability to multitask.
- Attention to detail.
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 a Wealth Management Firm in Birmingham on an IFA Administrator 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.