Birmingham
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic and growing organisation
Role Responsibilities:
- Liaise with providers and clients to ensure seamless communication and coordination.
- Book meetings with clients and assist in preparing client meeting packs.
- Handle no change letters and other relevant administrative tasks.
- Fully own the client review process, becoming an integral part of the team.
Benefits:
- Private Medical Insurance
- BUPA Cashplan
- Holidays increasing by 1 day for each year of service.
- Performance-based bonus potential of up to £500 per quarter (based on file checking).
- Additional discretionary Christmas bonus.
- Supportive and dynamic office-based work environment.
Don’t miss this chance to make a significant impact and grow your career as an IFA Administrator!
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management