Senior IFA Administrator – Financial Planning Practice in Sutton Coldfield

Senior IFA Administrator – Financial Planning Practice in Sutton Coldfield

Sutton Coldfield Full-Time On-site
Bell Cornwall

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 administration within an IFA practice.

You will manage client communications, diary schedules, and processing of pensions, investments, ISAs and protection applications, ensuring accuracy and compliance across all tasks.

Senior IFA Administrator – Financial Planning Practice in Sutton Coldfield employer: Bell Cornwall

Join a prestigious national law firm in Nottingham, where you will thrive in a dynamic and supportive work culture that values collaboration and professional growth. As a Legal Personal Assistant in the Real Estate department, you will benefit from comprehensive training opportunities and a commitment to employee development, all while enjoying a vibrant city atmosphere that enhances both your personal and professional life.

Bell Cornwall

Contact Details:

Bell Cornwall Recruitment Team