Back to search
Executive IFA Administrators - Hybrid Working
We are excited to announce the recruitment for several Executive IFA Administrators, these roles will be crucial in supporting our operations and contributing to our continued success.
Role ProfileThe Executive IFA Administrators will be responsible for providing high-level administrative support to our Independent Financial Advisors (IFA). The role demands exceptional organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment. Key responsibilities will include:
- Managing client files and documentation
- Coordinating meetings and appointments
- Handling correspondence and communications
- Assisting in the preparation of financial reports and presentations
- Ensuring compliance with regulatory requirements
Essential
- Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
- Working knowledge of a variety of financial products, including pensions, investments, and protection.
- Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
- Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
- A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
- GCSE level A-C/5-9 in English and Maths
Desirable
- Relevant financial services qualifications.
Candidates for the Executive IFA Administrator positions must be based in Bromsgrove for at least 3 days per week with the rest at home. This requirement ensures close collaboration with our team and enables efficient handling of administrative tasks.
SalaryThe salary for these positions ranges from £30,000 to £38,000. We offer competitive compensation packages that reflect the experience and skills of the successful candidates.
We look forward to adding talented individuals to our team and are confident that the Executive IFA Administrators will play a pivotal role in our continued growth and excellence.
