Junior Ifa Administrator

3 weeks ago


Birmingham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Birmingham
£19000 - £22000
17/03/2023
NJR13676

DESCRIPTION

Junior IFA Administrator
Birmingham
Salary up to £22,000

Our Client are a National Firm of Financial Planners who have an excellent opportunity for a Junior IFA Administrator to join their forever growing and buoyant organisation based in the Birmingham area.

Duties will include:
Providing ongoing support and working closely with independent financial advisers
Liaising with clients, providers and other third parties
Process new business
Deal with Letters of Authority
Obtain valuations and illustrations
Assist with any other general admin tasks when necessary

This role would suit someone who is looking to develop a career within financial services. Those who are working towards a certificate in Financial Planning are of high interest, however this is something that our client will fully support. Our Client will consider those from a Provider background, who is keen to progress within Advising.

REF: NJR13676



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