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Ifa Administrator

3 months ago

Coven Heath, United Kingdom TEMPLEGATE RECRUITMENT Full time

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title: Financial Services Administrator

Location: Wolverhampton

Benefits: Competitive Salary, PMI, Flexible Hours

Salary: 22,000 to 28,000 (Depending on qualifications and experience)

About the Company:

This small, family-run firm based in Wolverhampton offers a supportive environment that encourages growth and career progression. They provide a professional approach to Wealth Planning Advice and are looking for talented individuals to join their team. This is a fantastic opportunity for someone eager to build a career in the financial services industry.

Your Day-to-Day Duties Will Include:

  • Submitting new business and monitoring its progress through to completion
  • Acting as the first point of contact for clients and product providers of a regulated firm
  • Creating professional and accurate written correspondence in compliance with the firm's documentation standards
  • Keeping the firm regularly updated on ongoing work and progress
  • Arranging and coordinating meetings, including meeting rooms and refreshments
  • Assisting with meeting preparation and preparing review packs
  • Maintaining back office systems and investment platforms
  • Taking personal responsibility for the accuracy of recorded data
  • Arranging new business illustrations

What is Needed to Be Considered for This Role:

  • Proficiency with Microsoft tools: Outlook, Word, Excel, PowerPoint
  • Experience as an IFA Administrator
  • Experience using IO
  • Ability to handle IT and telecommunications equipment
  • Good communication skills
  • Professional attitude

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. During this discussion, we aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities that match your requirements.