Customer Care IFA Administrator

This Customer Care IFA Administrator job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.

As a Customer Care IFA Administrator you will be working within their customer care / complaints team. You will be helping to resolve any complaints by providing start to end support to obtain a satisfactory resolution.

The role has plenty of processes and templates in place to support you with how to resolve issues, however it also requires an individual able to actively listen and identify where bespoke responses are required.

As our client is an independent financial planning business, the complaints are in respect of the delivery of financial planning advice to clients, often in relation to the administrative element, rather than the advice. Therefore, we are ideally seeking individuals with experience within financial planning such as an IFA Administrator.

Our client would consider individuals from a complaints handling role from wider area of financial services, such as a Bank or Building Society. However, they would be keen to know your level of investment and pension product knowledge.

Customer Care IFA Administrator Requirements

• This role is well suited to IFA Administrators looking for something different
• Individuals with some R0s exams would be preferred
• This role is also open to individuals with complaints handling experience, subject to your level of investment and pension knowledge
• You must be able to handle discreet information and act in a highly professional manner

Customer Care IFA Administrators Benefits

• Salary of £30,000 - £40,000 depending on experience
• 3 days office based in Bromsgrove and 2 days from home
• Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule
• Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
• The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

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