Senior IFA Administrator
Location: Birmingham, Hybrid work,
Salary: Up to £35,000
The Opportunity
An exciting opportunity has arisen for an experienced Senior Financial Administrator to join a growing financial Planning organisation based in the Birmingham area.
Our client have an exciting opportunity for a Senior IFA Administrator to join their growing organisation, you will play a key role in supporting advisers to deliver suitable and compliant recommendations, while also contributing to operational improvements and team development. You will take ownership of complex cases, mentor junior team members, and help drive best practice across the business.
Our Client are seeking an individual who has aspirations to develop in to becoming a Team Leader within the next 2 years.
Key Responsibilities
Leadership & Team Support
* Supervise and mentor junior administrators, providing training and ongoing support
* Lead client servicing initiatives and oversee complex case management
* Support management with operational improvements and process enhancements
* Provide strategic input into workflow planning and team performance
Client & Adviser Support