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Thomas George Selection
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Birmingham, West Midlands
IFA Support Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
IFA Support Administrator Birmingham A progressive and highly respected independent financial advisory practice have an opportunity for a IFA Support Administrator in their Birmingham office. The role will be part of a small friendly team providing support administrative support for financial advisers. IFA Support Administrator - Role Providing administrative support for advisers and assisting Paraplanners Day to day administration and servicing of existing policies Processing new business Preparation of client packs and correspondence Adding client details to the back office system Intelligent Office Liaising with providers & intermediaries Producing valuations Obtaining illustrations from providers - IFA Support Administrator - Candidate requirements It is essential to have a background in Financial Services gained in a similar support focused role Knowledge of financial planning or wealth planning Be well organised and have ability to prioritise workloads Have a good attention to detail and high levels of accuracy Effective communication and interpersonal skills - IFA Support Administrator - Salary and benefits Salary of £23,000 - 26,000 Negotiable dependant on experience Excellent benefits Career development available - Posted by Keith Enright at Thomas George Selection Please visit tgselection.com for further details on this and other available opportunities. - All applications received will be dealt with in the strictest confidence. We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.