Senior IFA Administrator – Financial Planning Support

Senior IFA Administrator – Financial Planning Support

Full-Time No working from home possible
Bell Cornwall Recruitment

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

#J-18808-Ljbffr

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.

Bell Cornwall Recruitment

Contact Details:

Bell Cornwall Recruitment Recruitment Team