Financial Services Administrator / IFA Administrator - Birmingham

My client is a highly successful financial services consultancy who is looking for an energetic and focused Financial Services Administrator to join as part of their expanding team in Birmingham. You will be supporting Independent Financial Consultants, by producing a range of materials supported by detailed research and knowledge of providing financial advice.

Principal Responsibilities

Preparing and processing of the paperwork that accompanies new business

Dealing with general administrative related client enquiries

Preparation of client specific valuations, reviews and renewal information

Creation and maintenance of compliant files and records

General administration duties

Liaising with clients and keeping them up-to-date on existing and prospective financial arrangements

Skills and attributes required

Experience in a similar role within an IFA environment

Career focused individual who is keen to develop and progress within the business

The individual must manage their technical knowledge by staying up to date/study appropriate exams. The successful candidate will either hold or be studying for appropriate qualifications (i.e. CF/ RO qualifications)

Ability to work as an effective member of the team

Excellent communication skills, both written and verbal, with an ability to liaise with people at all levels

Motivated to provide the highest quality service to clients through the provision of accurate and timely information

Strong IT skills

If you have the necessary skills and experience, then please APPLY NOW below or contact David Sheddon on 07763 195 069 for a confidential discussion.