IFA Administrator

Birmingham, West Midlands
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Job Title: IFA Administrator

Salary: £20,000 - £28,000 DOE

Location: Sutton Coldfield

Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services

company in Sutton Coldfield.

The Candidates responsibilities:

Answering telephone calls and responding to emails.
Ensuring meetings are booked in properly and diaries are maintained according to the companies' standards.
Making sure all deadlines are met and work is delivered accurately - Some work would be in the form of compiling reports.
Understanding and recording client data correctly.
Assisting Financial Advisors with work.
Ad hoc Admin duties - supporting the team with general admin work.Skills Needed:

Knowledge of General MS, IT and email/internet knowledge is necessary.
Attention to detail is key as the successful candidate will be dealing with correspondence and documentation.
The ability to use own initiative and work well under pressure.
Must have excellent communication and numerical skills.
A keen interest and/or previous experience in financial services and investments.
Previous experience in an IFA or Financial Administration role.If you are an experienced IFA Administrator or are interested in more information regarding this role, then please get in touch!!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

Job Info
CV-Library logo
Job Title:
IFA Administrator
Company:
CV-Library
Location:
Birmingham, West Midlands
Salary:
£20000 - £28000 Per annum
Posted:
May 9th 2024
Closes:
Jun 9th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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