IFA Administrator
Job description
As a IFA Administrator, the work centres on maintaining client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. It would suit someone who can bring strong professional approach to the role.
Why this role may suit you
Our client, a rapidly expanding national IFA brand has a have a fantastic opportunity for a Financial Administrator to join our their Halesowen Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
What you would be doing
Maintaining client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Arranging client meetings and managing the Adviser’s diary.
The working style that fits
Strong professional approach.
What you need
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Excellent planning, organisational and multi-tasking abilities.
- Flexibility/adaptability to cope with change.
Practical information
- 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping.
- Additional detail: Pension support may be included.
Job details
- Benefits mentioned: Pension, Holiday allowance
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