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IFA Administrator

2 months ago

The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full time

Job Title: IFA Administrator

Industry: Wealth Management

Location: Sutton Coldfield

Salary: Up to £24,000 (negotiable)

Job reference: 9277

Job Description:

Recruit UK are working on an excellent opportunity for an administrator to join a well-established wealth management firm based in Sutton Coldfield.

This firm are looking for an individual with an interest in wealth management to train and nurture in order to develop a long and successful career.

They are a prestigious financial planning company based in the heart of Sutton Coldfield, with a great working culture and office environment.

Duties will include:

  • Supporting a busy financial planning team
  • Liaising with providers
  • Letters of authority
  • Risk questionnaire inputting
  • Client servicing requests and managing relationships over the phone
  • Expression of wish inputting
  • Assisting with new business applications and processing client information
  • Updating the CRM system

Benefits:

  • Salary up to £24,000
  • Ongoing study support
  • Generous pensions scheme
  • NHS top up scheme
  • 25 days holiday plus bank holidays and 2-day holiday exchange scheme
  • Excellent public transport links
  • Exciting internal progression opportunities

Skills and experience required:

  • Financial Administration experience previously
  • Good written and verbal communication
  • Ability to work as part of a team and as an individual

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Sutton Coldfield on a IFA Administration role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.