Senior IFA Support Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom Redwood Search Full time

We are seeking an experienced Senior IFA Administrator to join our client's team in a financial services firm based in the UK. The ideal candidate will have a strong understanding of pensions and investments, with a minimum of 1-2 years' experience in a similar role.

The Role:

The Senior IFA Administrator will be responsible for providing administrative support to the IFA team, including submitting new business and maintaining accurate records. They will also be required to work closely with the admin team to ensure seamless day-to-day operations.

Requirements:
  1. Minimum of 1-2 years' experience in a financial services environment
  2. Existing understanding of pensions and investments
  3. Comfortable supporting others on the admin team
  4. Highly organised
  5. Excellent attention to detail
  6. Previous experience submitting new business is essential
  7. Strong administration experience
  8. Ability to carry out work within agreed timescales
In return, the company offers:
  1. 28 days holiday (Including Bank Holidays) - Rising with years' service
  2. Company Pension Plan
  3. Career progression
  4. Team Social Events

The Senior IFA Administrator will be an integral part of the team, working closely with the IFA team to provide excellent administrative support and services.



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