Description

IFA Administrator

Location: Birmingham

Salary: £28,000 – £30,000 (dependent on experience)

About the Firm

We are working with a well-respected and growing financial planning firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients.

They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care.

The Role

You’ll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail.

What You’ll Bring

• Experience in financial services administration.
• Strong attention to detail and organisational skills.
• Excellent communication skills and a professional telephone manner.
• A proactive, positive, and team-oriented approach.
• Experience across a variety of platforms and CRM systems

What’s in It for You

• Generous annual leave
• Professional development opportunities
• Auto enrolment pension
• Death in Service

If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.