Join to apply for the IFA Admin role at Hunter Plastic Surgery
6 days ago Be among the first 25 applicants
Join to apply for the IFA Admin role at Hunter Plastic Surgery
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further!
An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
Benefits
* Competitive salary up to £30,000 (DOE)
* 31 Days Holiday (Including Bank Holiday)
* Holiday entitlement increases with length of service
* Location - Edgbaston
* Monday to Friday - 35 hours per week
* Pension auto-enrolment scheme
* Group Life Cover & Income Protection
* Hybrid working opportunities
* Employee Assistance Programme
* Financial Wellbeing Support
Role & Responsibilities
* Process new business applications, ensuring compliance with FCA regulations
* Handle client queries, prepare valuations, and maintain accurate client records
* Assist with investment, pension, and protection administration
* Prepare review packs, performance reports, and compliance documentation
* Process fund switches, withdrawals, and provider transactions
* Liaise with providers, advisers, and clients to ensure smooth operations
* Maintain CRM systems and ensure all client data is up to date
Required Skills & Experience
* At least 2 years of experience in IFA administration
* Strong knowledge of investment, pension, and protection products
* Excellent organisational skills and attention to detail
* Proficiency in financial systems and CRM software
* Strong communication and client service skills
* Ability to work independently and collaboratively within a team
If you're ready to take the next step in your career, apply now!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Banking
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