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IFA Administrator
Job Posted: 5 hours ago
Salary: £ 24,000 - 30,000 / Annum
Job Type: Permanent
Location: Tamworth, Staffordshire
Expire in: a month
Job Description
IFA Administrator
Full-time or reduced hours / days considered.
A respected financial advice / IFA firm
Established company with welcoming friendly administration team
Flexibility on hours and days considered
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About Our Client
A successful West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an Financial Planning / IFA Administrator to join their team in Tamworth.
Job Description
* Providing support & administration services for a team of Financial Advisers
* New business admin
* Adding & scanning documents to the back-office system
* Processing of adviser and provider documentation
* Obtaining illustrations
* Preparing client correspondence
* Maintain back office systems and client records
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Candidate requirements
* The ideal candidate will have a background in Financial Services
* Suitable backgrounds could include IFA Admin, Wealth Admin, IFA Client Support, Mortgage Administration.
* Be well organised
* Good level of attention to detail
* Excellent communication skills
* Be a positive team player
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What’s on offer
* Salary full time circa £25,000 - £30,000
* If reduced hours, salary based on pro rata
* Benefits package
* Excellent on the job training available
* Future progression available
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Your contact for this vacancy is Keith Enright
TG Selection is a specialist Financial Services recruitment firm with routes dating back 25 years in the West MidlandsBefore You Apply
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