IFA Administrator

Job description

About our client
An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham.

Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength.

About the role
This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning.

The main duties of this role include;

Supporting new and existing business cases

Preparing documentation for client meetings

Responding to client enquiries

Preparing valuations

Processing withdrawal requests

Liaising with providers and third parties to obtain client information

Updating systems

Ensure compliance standards are met

Applicant requirements;

Essential to have a background providing support and administration across financial planning for IFA's, Financial Planners or Financial/Wealth Advisers.

Be professional, organised and offer good communications skills both written and verbal

Team player

What's on offer
The opportunity to join a friendly and supportive team
Career development available as as with support for industry qualifications