Ifa Administrator - Birmingham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Industry:
Wealth Management

Location:
Birmingham

Salary:
£25, ,0000

Job reference: 8844

Job Description:

Recruit UK are proud to be working with an Independent Financial Planning firm in Birmingham on an IFA Administration role.

This role will involve providing administrative support to the Financial Advisers, including processing new business, client liaison, quotiations, preparing client packs, annual review packs, and working with providers.

In addition, it will involve managing client information on various platforms (i.e., AJ Bell, PRU, Aviva) and also back-office systems such as Enable, CashCalc, FE Analytics and more.

This company are very client centric and have their clients at the forefront of what they do and have a friendly working team for you to join.

The company have been established for several years now and have ambitious and well-thought-out plans.

Benefiting from the large prestigious office space and the infrastructure of a larger company whilst maintaining the close-knit feel of a smaller organisation, has been the pivotal point to their success.

Benefits:

Salaries between £25,000 £30,000 (negotiable dependent on your skills and experience)
Generous pension scheme
28 days holiday plus bank holidays (option to purchase up to 10 more)
Parking paid for in City Centre
Career professional development
Flexi

- time

37 hour working week
Death in Service

Skills and experience required:

Previous IFA Administration experience
Ability to multitask
Attention to detail
Previous experience working with products and platforms

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 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.

Salary:
£25,000.00-£30,000.00 per year

Benefits: