IFA Administrator

IFA Administrator

Job description

IFA Administrator

BCR / WD / 11005

Castle Bromwich, Birmingham

£25,000-30,000 DOE

Bell Cornwall Recruitment is a delighted to be working with a successful Financial Services company with offices in Castle Bromwich.

They are looking to grow their client services team due to a company wide expansion and want an IFA administrator to join them

Please view the details of this IFA administrator role below :

The Role :

- Liaise with internal and external parties- first point of contact for clients
- Updating and ensuring all supporting documentation is maintained
- Oversee management of annual reviews and portfolio reviews
- Prepare Platform withdrawals / fund switches / transactions for approval






- Respond to customer queries with standard letters or draft relevant responses
- Further ad-hoc administrative duties

The Ideal IFA Administrator will have :

- 2 years or more experience at an IFA Practice (Highly Desirable)
- Experience in Financial Services (Essential)
- Experience using Intelligent Office
- Great communication skills both written and verbal
- Excellent professional presentation
- Long term plans to remain within a client services role

A fantastic opportunity for a finance professional looking to join a growing organisation in the financial services realm!