IFA Administrator

We are thrilled to have partnered with a leading independent financial advice firm in Birmingham, who are actively looking for a IFA Administrator to join their team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!What you'll be doing:

• Provide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings
• First point of contact for client queries and resolutions of any issues
• Onboarding new clients to the company and following new account opening processes
• Staying up to date with FCA requirements and Compliance Policies

What you need to apply:

• Proficient experience with administration in a wealth management environment
• Strong understanding of Microsoft Office Suite and back office systems such as Intelligent Office
• 2+ years industry experience within the wealth management sector or financial services
• Working towards industry relevant qualifications such as DipPFS

What's in it for you?

• A basic salary of up to £30,000 dependent on experience and qualifications
• Social opportunities throughout the year
• Opportunity to work abroad
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!