Salary: £24000 - £30000 per annum
Reference:BCR/AK/11005_1712823214
Location:Erdington, West Midlands
Sector:
Type:Permanent

IFA Administrator

BCR/AK/11005

Erdington/Castle Bromwich

£24,000-28,000 DOE

Bell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion!

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 (Essential)
  • 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

Interested? Please click the ‘APPLY’ button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Job Information

Job Reference: BCR/AK/11005_1712823214
Salary:
Salary From: £24000
Salary To: £30000
Job Industries: Finance Jobs
Job Locations: Erdington, West Midlands
Job Types: Permanent

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BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales