Ifa Administrator - Tamworth, United Kingdom - Idex
Description
IFA Administrator required for a leading local financial advice firmEstablished company with welcoming friendly team
My client is happy to consider full-time or part-time applicants
About Our Client
A West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an IFA Administrator to join their team in Tamworth.
- Providing support & administration services for a team of Financial Advisers
- New business admin
- Adding & scanning documents to the backoffice system
- Processing of adviser and provider documentation
- Obtaining illustrations
- Preparing client correspondence
- Maintain back office systems and client records
The successful applicant
- Suitable backgrounds might include IFA Administrator (pensions & investments), Adviser Client Support, Wealth Administrator, Mortgage Administrator
- Be well organised
- Good level of attention to detail
- Excellent communication skills
- Be a positive team player
What's on offer
- Excellent on the job training available
- Future progression available
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