The Senior IFA Administrator will be a vital part of the department, ensuring smooth operation of professional services based in Birmingham city centre.
Client Details
This organisation is an award winning leading player in the professional services industry looking for a Senior IFA Administrator based in Birmingham City Centre.
Description
*You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.
*Coordinating with other departments to ensure smooth operations.
*Assisting in the preparation and organisation of meetings.
*Managing and updating databases and record systems.
*Handling departmental correspondence as required.
*Supporting the team in project management activities.
*Maintaining office supplies and equipment.
*Implementing and upholding company procedures and standards.
Profile
A successful Senior IFA Administrator should have:
*Experience working for an independent wealth management organisation
*Understanding of the Financial Planning process
*Strong organisational and multitasking skills.
*Excellent written and verbal communication abilities.
*A proactive approach and the ability to work independently.
*Good problem-solving skills and a keen eye for detail.
*Can commute to Birmingham City Centre
Job Offer
*A competitive salary range
*Flexible working hours
*Comprehensive benefits package.
*An inclusive and friendly company culture.
*Opportunities for professional growth and development.