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
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Providing support & administration services for a team of Financial Advisers
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New business admin
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Adding & scanning documents to the back-office system
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Processing of adviser and provider documentation
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Obtaining illustrations
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Preparing client correspondence
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Maintain back office systems and client records
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Candidate requirements
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The ideal candidate will have a background in Financial Services
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Suitable backgrounds could include IFA Admin, Wealth Admin, IFA Client Support, Mortgage Administration.
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Be well organised
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Good level of attention to detail
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Excellent communication skills
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Be a positive team player
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What’s on offer
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Salary full time circa £25,000 - £30,000
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If reduced hours, salary based on pro rata
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Benefits package
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Excellent on the job training available
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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
