Broadway, Worcestershire based financial planning firm seeks an experienced IFA Administrator to join its Client Services team. You will support advisers, process applications, and ensure client records are up to date and compliant.
Key duties include processing new business, liaising with providers, handling enquiries, and maintaining data in Intelligent Office. The role requires prior IFA/wealth management experience and strong organisational skills.
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IFA Admin & Client Services Specialist in Broadway employer: CKB Recruitment
Join a dynamic and independent loss adjusting firm that prioritises your expertise and ideas, offering a home-based role with the flexibility to manage your own time while covering Scotland and Northern Ireland. With a strong focus on employee support and development, you will enjoy a competitive salary, generous car allowance, and an annual bonus, all within a culture that values quality work and fosters meaningful relationships with clients. This is an excellent opportunity for those seeking a rewarding career where your contributions are recognised and appreciated.
