IFA AdministratorLocation: West MidlandsSalary: £28,000-£31,000 per annum
About the Role:Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients.As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service.
Key Responsibilities:
- Providing comprehensive administrative support to financial planners and senior management.
- Managing client records with accuracy, ensuring all documentation meets regulatory requirements.
- Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients.
- Assisting with compliance and regulatory duties to ensure best practices are upheld.
- Identifying ways to improve administrative processes and enhance efficiency.
- Supporting and mentoring junior team members where necessary.
- Handling sensitive information professionally and confidentially.
About You:
- Has proven experience in a senior administrative role, ideally within financial services.
- Is highly organised and able to juggle multiple tasks with efficiency.
- Has a keen eye for detail and takes pride in delivering high-quality work.
- Possesses strong communication skills, both written and verbal.
- Is comfortable using IT systems such as Microsoft Office and CRM software.
- Understands financial services regulations and compliance (preferred but not essential).
- Works well as part of a team and enjoys supporting colleagues.
What’s on Offer:
- £28,000-£31,000 per annum
- Opportunities for career progression and professional development.
- A friendly and supportive working environment.
- The chance to be part of a reputable and forward-thinking financial planning consultancy.
If you’re an experienced administrator looking for a new challenge in a dynamic and professional setting, we’d love to hear from you….