Recruit UK is representing a Financial Services Administrator role in Sutton Coldfield. The position involves supporting a financial planning practice by checking fact finds, preparing and processing letters, updating the CRM and coordinating with clients by phone.
The ideal candidate has 2+ years in IFA administration, excellent communication skills, and a good telephone manner; Intelligent Office experience is a plus. Hybrid working and a competitive salary are on offer.
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Hybrid IFA Admin & Client Support in Sutton Coldfield employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
