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Permanent

Senior IFA Administrator (Remote)

Birmingham
money-bag 30000.00-30000.00 Annual
3145557762
Posted Yesterday

Senior IFA Administrator - Birmingham/home based - Up to £35,000Benefits:Private Medical InsuranceDeath In Service: 4X Salary5% Employer Pension Contribution28 days Holiday + Bank HolidaysRemote/flexible working, 1 time a month in Birmingham office.About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.Role Purpose: As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.Key Duties and Responsibilities:Provide high-quality administrative support to advisers and the support team.Effectively communicate with clients and other parties to address queries.Accurately process applications and record management information.Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.Qualifications and Skills:Proven experience in a similar administrative role, preferably within the financial services industry.Strong organisational skills with attention to detail.Excellent communication and interpersonal ..... full job details .....

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