IFA Administrator - Client-Focused Financial Planning in Sutton Coldfield

IFA Administrator - Client-Focused Financial Planning in Sutton Coldfield

Sutton Coldfield Full-Time 30000 - 35000 £ / year (est.) No working from home possible
Bell Cornwall Recruitment

At a Glance

  • Tasks: Support Independent Financial Advisors with pensions, investments, ISAs, and protection products.
  • Company: Bell Cornwall Recruitment, a leading firm in financial planning.
  • Benefits: Competitive salary of £30,000 to £35,000 based on experience.
  • Other info: Office-based role with opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience as an IFA Administrator and strong organisational skills required.

The predicted salary is between 30000 - 35000 £ per year.

Bell Cornwall Recruitment is seeking an experienced IFA Administrator to support Independent Financial Advisors in Sutton Coldfield. The role is office-based, with a salary range of 30,000 to 35,000 depending on experience, and involves handling pensions, investments, ISAs and protection products.

The ideal candidate will have:

  • Prior experience as an IFA Administrator in a financial planning firm
  • Strong organisational and client-facing skills
  • Experience using provider platforms and online tools

IFA Administrator - Client-Focused Financial Planning in Sutton Coldfield 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

We think you need these skills to ace IFA Administrator - Client-Focused Financial Planning in Sutton Coldfield

IFA Administration
Client-Facing Skills
Organisational Skills
Pensions Management
Investment Knowledge
ISA Handling
Protection Products Knowledge