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Job Location | Erdington |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Job Title : IFA AdministratorLocation : North-West BirminghamSalary : £ 25,000 - £ 30,000Company Overview:A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients, is looking to add to their growing team. They are committed to delivering personalised solutions tailored to eachclients unique financial goals and objectives, and have good reputation in the market as a growing financial planning practice.They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.The role:The role itself will be working within the close-knit wealth management team and being a key part of the advice process. Working closely with the experienced financial planners, paraplanners and the team leader.Ideally, they are looking for candidates with a background within an IFA / Financial Planning firm and with strong administrative skills to cover tasks such as; producing valuations, processing new business, leasing with providers and creating meeting packs.This is a fast-paced environment and would suit someone who likes to be busy and who has strong interpersonal skills.The Required Skills: