Do you have previous experience within financial services, a good ability to build working relationships and great analytical skills? If so, an exciting opportunity to work as an IFA Administrator for a highly reputable business has come up! The successful applicant will enjoy a full time, office based role, in Birmingham City Centre, with a salary of up to 28k!
You will enjoy a role with lots of variety, you will predominantly be working alongside the paraplanners and advisers, ensuring compliance is followed, highlighting risks within the business, updating systems and records, carrying out reception tasks, meeting and greeting, taking incoming calls as well as supporting the practice director with any ad-hoc office tasks required.
You will have previous experience working in financial services, preferably within an IFA. This role would also be ideal for an economics graduate who has a keen interest to work within an IFA role. You will be an organised individual with excellent IT skills who has a desire to learn and grow within their role. If this sounds like you, please apply online today!
If you have any queries about the role contact Amie on 0121_633_4443. Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer.
Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to our privacy notice which will explain how we as an organisation will manage your data on our website. If your application is successful, we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful, we will delete your application within 6 weeks and all record of your data. Katie Bard is acting as an employment agency