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Company Overview:
Join a prominent financial services firm in Kidderminster who are dedicated to delivering tailored financial planning and investment management solutions. With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role:
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Key Responsibilities:
- Coordinate provider information for client recommendations.
- Process new business transactions and ensure compliance documentation is complete.
- Handle various financial products, including investments, pensions, and protection.
- Generate reports, address client inquiries, and maintain meticulous records.
Required Skills:
- Preferable qualifications include R01, CF1, or equivalent.
- Previous experience in administrative roles within Wealth Management or Financial Planning.
- Familiarity with Intelliflo software is advantageous.
- Excellent communication skills and meticulous attention to detail.
- Understanding of FCA regulations and operational procedures in Financial Services.
Benefits:
- Enjoy a hybrid work model for flexibility.
- Receive generous holiday allowance, along with life assurance and income protection.
- Access support for exam preparation and career development.
If you're enthusiastic about delivering top-notch client service and thrive in a fast-paced setting, seize this opportunity and apply today for our IFA Administrator position.
