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Thomas George Selection
,
Birmingham, West Midlands
IFA Technical Support Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
IFA Technical Support Administrator - Birmingham A professional and well-respected financial planning practice is looking to grow their IFA support team by appointing a Technical Support Administrator. My client is a successful privately owned firm of Independent Financial Adviser’s with a great reputation for providing quality advice through developing long-term client relationships. They have an excellent staff retention record and offer a friendly and supportive working environment. IFA Technical Support Administrator - The role Provide full support for an Independent Financial Adviser who specialises in wealth, retirement & protection planning for individual clients. Business processing activities Liaising with providers Preparing client reviews Communicating with clients IFA Technical Support Administrator - Required Skills The ideal candidate will have skills gained in a similar role supporting IFA’s. Have an understanding of pensions, investments and protection and will have carried out duties including processing business, valuations, research, preparing reports and client reviews. It is advantageous to have knowledge of intelligent office although training will be provided.