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Ifa Administrator

2 weeks ago

Tamworth, United Kingdom Thomas George Selection Full time

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**
- Salary to £22,000 plus bonuses, pro rata if part-time
- Benefits package
- Excellent on the job training available
- Future progression available
- Posted by Keith Enright

Thomas George Selection