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Administrator - Independent Financial Adviser (Ifa)

4 months ago

Birmingham, United Kingdom Heat Recruitment Full time €25,000 - €30,000

We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.
This position offers an exciting opportunity to work in a fast-paced environment with a focus on personal and professional development.
Handle client inquiries via phone, email, and in-person, ensuring prompt and professional responses.
Maintain accurate records of client interactions and transactions in our CRM system.
Assist in the preparation of financial reports, presentations, and other client-facing documents.
Coordinate with external providers, such as insurance companies and investment firms, to gather necessary information and documentation.
Support the compliance team in ensuring all processes and documentation adhere to regulatory requirements.
Previous experience in a financial services or similar administrative role.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Familiarity with CRM systems and financial software is an advantage.
A proactive and flexible approach to work, with a willingness to learn and adapt.
Additional qualifications in business administration, finance, or related fields are advantageous.

Competitive salary of £25,000 to £30,000 and performance-based bonuses.
Comprehensive training and development opportunities.
Generous holiday allowance.
Pension scheme.
Opportunities for career progression within the company.