IFA Administrator

  • Location

    Birmingham, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Contract

  • Salary:

    £21000 - £27000 per annum + plus Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2898_1619535857

  • Published:

    14 days ago

  • Expiry date:

    2021-05-27

  • Consultant:

    David Everingham

IFA Administrator - Birmingham - 12 Month Fixed Term Contract (Maternity cover)

We are currently working with a National Wealth Management organisation to recruit an experienced IFA Administrator to join their Birmingham office. The role is an urgent requirement in order to cover maternity leave and will be offered as a 12 month fixed term contract

Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates must have previous experience in an Administrator role within the Wealth Management/Financial Planning sector and ideally you will hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package.

Responsibilities will include; Business processing, answering client and internal queries, LOA's, obtaining policy information from third parties and providers, preparing client meeting packs etc. You should have previous experience with all of these duties.

You will be joining a well known and highly respected organisation which would give you fantastic experience for your CV. As a growing a developing business, there may be opportunity for a permanent role at the end of the contract if you impress.