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Ifa admin

West Bromwich
Permanent
Options Resourcing Ltd
Posted: 6 August
Offer description

Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first‑class service to their clients? If you're a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you! This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you'll be right at the centre of the action, delivering a first‑class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It's a place where your skills, diligence, and passion for excellence can flourish and grow. Benefits: Competitive salary up to £32,000 (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, perf...

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