At a Glance
- Tasks: Support Independent Financial Advisors with day-to-day administration and client liaison.
- Company: Boutique financial planning firm in Sutton Coldfield with a dedicated team.
- Benefits: Join a supportive environment with opportunities for professional growth.
- Other info: Office-based role focused on teamwork and collaboration.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Prior IFA administration experience and strong organisational skills required.
The predicted salary is between 31500 - 38500 £ per year.
Bell Cornwall Recruitment is seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield.
The role focuses on day-to-day administration, client liaison, and handling pensions, investments, ISAs and protection products.
The successful candidate will have prior IFA administration experience, strong organisational skills, and excellent communication.
This is an office-based position with a focus on joining a small, dedicated team.
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Senior IFA Administrator | Financial Planning Firm in Birmingham employer: Bell Cornwall Recruitment
Bell Cornwall Recruitment is an excellent employer for graduates looking to kickstart their careers in recruitment. Located in the vibrant Birmingham City Centre, the company fosters a supportive work culture that prioritises employee growth and development, offering hands-on training and mentorship opportunities. With a focus on collaboration and strong communication, employees can thrive in a dynamic environment while building meaningful relationships with clients and candidates alike.
