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Ifa administrator

Tamworth
Ifa administrator
£30,000 a year
Posted: 5h ago
Offer description

IFA Administrator Location: Tamworth, West Midlands Position: Full-Time | Office-Based Salary: £24,000 £30,000 (dependent on experience) Working Hours: 8:30am 4:30pm Monday Friday (with an hours lunch) Benefits: 23 days annual leave plus 2 days off over Christmas and Bank Holidays, Auto Enrolment Pension, Excellent on-the-job training, free car parking. A well-established and highly respected independent financial advisory firm in the West Midlands is seeking a IFA Administrator to join their friendly and welcoming team in Tamworth. This is an excellent opportunity to become part of a successful practice with a strong local reputation, offering long-term career development within a supportive environment. The Role As an IFA Administrator, you will provide comprehensive administrative support to a team of Financial Advisers, ensuring a smooth and efficient client experience. Key Responsibilities: Providing administrative support to Financial Advisers Managing new business administration Adding and scanning documentation onto the back-office system Processing adviser and provider documentation Preparing client correspondence Maintaining accurate back-office systems and client records Skills & Experience: The ideal candidate will have experience within Financial Services and demonstrate strong organisational and communication skills. Suitable backgrounds may include: IFA Administration at least 2 years experience. Adviser Client Support Mortgage Administration Confidence working both independently and as part of a team Professional and clear communication skills If you are looking to build your career within a reputable financial advisory firm that values teamwork, professionalism and development, we would love to hear from you.

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