Financial Services Administrator
1 week ago
This is an exciting opportunity to join a respected financial planning firm in Birmingham as an IFA Administrator.
As an IFA Administrator, you will play a crucial role in ensuring the smooth operation of the business, providing administrative support to the financial advisors and ensuring that all administration for life, pensions, and investments are submitted in a timely manner.
Key Responsibilities:
- Client servicing through creating new client packs, preparing LOAs, and ensuring documents are uploaded.
- Performing anti-money laundering checks and other compliance documentation.
- Submitting new business and tracking cases through the client database.
Requirements:
- 1+ years' experience as an Administrator within Financial Services.
- Good knowledge of the financial planning process.
- Enthusiasm for the profession, being forward-thinking, doing the right thing, and actively caring for clients and colleagues.
The Company:
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal-based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Benefits:
- Salary of up to £30,000 depending on experience.
- Plus company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions, and competitive bonus scheme.
- Access to their internal academy which supports future career aspirations.
- Hybrid working.
- 2-3 days in the office, with remainder from home.
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