Senior IFA Administrator

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000 - £32000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2905_1619686500

  • Published:

    about 2 months ago

  • Expiry date:

    2021-05-29

  • Consultant:

    ConsultantDrop

Senior IFA Administrator - Edgbaston - Salary negotiable depending on experience

MB Fitzgerald Recruitment are currently working with a specialist firm of Independent Financial Advisers based in Edgbaston who are looking to hire an experienced Senior Financial Planning Administrator.

The successful candidate will act as a key member of the back office team, providing support to the company's Financial Adviser's. You'll be responsible for assisting with the supervision and mentoring of more junior staff in the team as well as day to day Adminisrative responsibilities including; LOA's, processing business, obtaining policy information from providers & third Parties, preparation of meeting & client review packs etc.

Candidates should be experienced IFA Administrators with previous experience of all of the day to day duties listed above. We are willing to consider candidates with or without previous experience in a Senior/ leadership capacity but you must demonstrate the ability to act in this position. You must have first class interpersonal and communication skills as well as a good knowledge of all financial services back office procedures.

On offer is an excellent opportunity to join a growing firm of IFA's with a niche in their market. The company are willing to pay a competitive salary negotiable depending on previous experience and qualifications. There will be opportunities to progress either in a leadership, technical or even advisory capacity for the right candidate.