IFA Administrator - #2101945

Job Title: IFA Administrator

Industry: Wealth Management

Location: Birmingham (Office-based)

Salary: up to £30,000 DOE

Job reference: 10298

Job Description:

Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a successful and growing wealth management firm, in their Birmingham office.

As an IFA Administrator you will provide support to Client Services Manager across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.

Responsibilities

• Processing new business applications and liaising with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

Benefits:

• Salaries up to £30,000 (dependent on skill set, qualifications and experience)
• Lovely office in a friendly team
• 25 days holiday plus bank holidays
• Additional day off for your birthday
• Bonus scheme
• Parking provided
• Pension contribution
• DIS
• Study and exam support

Skills and experience required:

• Minimum of 1 years’ experience (or equivalent) as an Administrator within an Independent Financial Adviser
• Experience with Intelligent Office is highly advantageous
• Strong organisational skills with the ability to plan and prioritise effectively

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Birmingham on a Desk Based Adviser role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.