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Job Location | Birmingham |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: IFA Administrator Industry: Wealth ManagementLocation: BirminghamSalary: £25,000 - 30,0000Job reference: 8844Recruit UK are proud to be working with an Independent Financial Planning firm in Birmingham on an IFA Administration role.This role will involve providing administrative support to the Financial Advisers, including processing new business, client liaison, quotiations, preparing client packs, annual review packs, and working with providers. In addition, it will involve managingclient information on various platforms (i.e., AJ Bell, PRU, Aviva) and also back-office systems such as Enable, CashCalc, FE Analytics and more. This company are very client centric and have their clients at the forefront of what they do and have a friendlyworking team for you to join.The company have been established for several years now and have ambitious and well-thought-out plans. Benefiting from the large prestigious office space and the infrastructure of a larger company whilst maintaining the close-knit feel of a smaller organisation,has been the pivotal point to their success.Benefits: