Ifa Administrator
5 days ago
IFA Administrator required for a leading local financial advice firm.
Established company with welcoming friendly team.
My client is happy to consider full-time or part-time applicants.
**About Our Client**
A West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an IFA Administrator to join their team in Tamworth.
- Providing support & administration services for a team of Financial Advisers
- New business admin
- Adding & scanning documents to the back-office system
- Processing of adviser and provider documentation
- Obtaining illustrations
- Preparing client correspondence
- Maintain back office systems and client records
**The successful applicant**
- Suitable backgrounds might include IFA Administrator (pensions & investments), Adviser Client Support, Wealth Administrator, Mortgage Administrator
- Be well organised
- Good level of attention to detail
- Excellent communication skills
- Be a positive team player
**What's on offer**
- Excellent on the job training available
- Future progression available
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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