Due to strong organic growth, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced IFA Administrator based in Birmingham.
Our client has built a solid reputation in the local market for offering exceptional client service and specialist advice. It provides expert advice across a range of financial products from the whole of the market, to both private and corporate clients.
You will be an integral part of the advice process, with the main purpose of the role being to provide administrative support to the firm’s Financial Advisors. You will prepare and issue review packs and manage the delivery of a regular review service. You will process new business, managing/ tracking cases through to completion, checking files for compliance and completing any work needed in order to meet compliance standards.
You will be an experienced IFA Administrator and preferably you will have experience/ knowledge of business processing. In addition, you must have the confidence and ability to deal with providers and clients and be willing to get involved in a variety of work. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels.
In return, you will receive a competitive basic salary and you will enjoy a very friendly working environment. Staff development is actively encouraged so you will be supported with progression.
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Financial Services and General Insurance Recruitment