Ifa Administrator

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�