At a Glance
- Tasks: Support Independent Financial Advisors with admin tasks and client communication.
- Company: Boutique financial firm in Sutton Coldfield with a supportive team.
- Benefits: Competitive salary and opportunities for professional growth.
- Other info: Office-based role with a focus on organisational skills and compliance.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Experience in IFA administration and strong knowledge of pensions/investments/ISAs.
The predicted salary is between 50000 - 60000 £ per year.
Bell Cornwall Recruitment is seeking an experienced IFA Administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield.
This office-based role is not entry level and requires handling day-to-day admin with confidence.
Responsibilities include client communication, diary management for advisers, preparing packs, processing new business, and ensuring compliant documentation.
- A strong pensions/investments/ISAs knowledge base and excellent organisational skills are
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Senior IFA Administrator – Financial Planning Support 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.
