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Job Title: IFA Administrator
Industry: Wealth Management
Location: South Birmingham
Salary: £27,000 - £30,000
Job reference: 9247
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team. This role will include providing general administrative support one of the Financial Planner’s, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
Benefits:
- Salary between £27,000 - £30,000
- Bonus scheme
- Flexitime hours
- Free parking
- Local bus route - close to transport links
- Long term career progression
- Study support - will fully fund exams and £500 salary uplift with each module passed
- Pension contribution
- Private Medical Insurance
Requirements:
- Previous experience as an IFA Administrator in a Wealth Management company
- Ideally 3+ years’ IFA Administration experience
- Great attention to detail
- Excellent communication skills
- Ability to work independently and as a team
- Strong interest in Financial Planning and desire to learn
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 South 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.
