Ifa Administrator

An excellent opportunity to join a Financial Planning company as an Office Administrator in Solihull.

This company are an independent financial advisory firm which is directly authorised and has been running for 50 years. They are a small, close-knit team looking for the next addition. The firm looks out for its employees by using nice offices with facilities such as a free fitness suite, subsidised restaurant and free parking.

The Role:

- Administrator and advisor support role - attend client meetings, prepare documents and investment valuations
- Provide general administration including new business tracking and dealing with client enquiries
- Looking for someone to shadow the office manager with the intention of taking over the role in several years
- Systems used are IO and Cash Flow Calculator

Required Skills and Qualifications:

- Looking for someone with at least a year of experience working in financial services
- No qualifications required

**Benefits**:

- Pension scheme
- Free fitness suite
- Subsidised restaurant on site
- Free parking
- Annual performance related bonus

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Employee discount
- Gym membership
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Solihull: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience as an administrator within financial services?

Work Location: Hybrid remote in Solihull

Reference ID: 10274952780