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Ifa administrator

Tamworth
Permanent
TG Selection
Ifa administrator
Posted: 8 December
Offer description

IFA Administrator Full-time or reduced hours / days considered. A respected financial advice / IFA firm Established company with welcoming friendly administration team Flexibility on hours and days considered - About Our Client A successful West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an Financial Planning / IFA Administrator to join their team in Tamworth. Job Description * Providing support & administration services for a team of Financial Advisers * New business admin * Adding & scanning documents to the back-office system * Processing of adviser and provider documentation * Obtaining illustrations * Preparing client correspondence * Maintain back office systems and client records - Candidate requirements * The ideal candidate will have a background in Financial Services * Suitable backgrounds could include IFA Admin, Wealth Admin, IFA Client Support, Mortgage Administration. * Be well organised * Good level of attention to detail * Excellent communication skills * Be a positive team player - What’s on offer * Salary full time circa £25,000 - £30,000 * If reduced hours, salary based on pro rata * Benefits package * Excellent on the job training available * Future progression available - Your contact for this vacancy is Keith En...

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