19 Oct
Bell Cornwall
Birmingham
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!