IFA Administrator

3 weeks ago


Bushbury West Midlands, United Kingdom Heat Recruitment Ltd Full time

Job Title: Independent Financial Advisor (IFA) Administrator
Onsite Parking: Available for all employees in our unique office location
* Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. Provide administrative support to Independent Financial Advisors in day-to-day operations.
* Assist in the preparation and processing of client documentation and financial transactions.
* Liaise with clients, both in person and over the phone, providing excellent customer service.
If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management



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