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IFA Administrator

  • Shortlist
Location Solihull , West Midlands
Sector Financial Services
Salary £22,000 - £28,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 68450

The Client:

A highly reputable Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients.

The Opportunity

This is a fantastic opportunity for an experienced IFA Administrator to join a growing Wealth Management practice, predominantly based in Solihull. You will be a key employee assisting the paraplanning team and the advisers with their day-to-day administration requirements. You will be responsible for the gathering of personal data, pension, investment and life policy information and assisting with the preparation of client letters and files

What’s needed for me to be considered?

  • 2 years experience in a fast-paced IFA practice preferred
  • Good working knowledge of Microsoft Excel, Word and Outlook along with an understanding of adviser practice back office systems 
  • Excellent communication skills 

What 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 in vouchers if we assist them in securing a new career.