IFA Administrator

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 xjnqpsq 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 Midlands

Ad ID: 5417539592