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Permanent

Financial Planning Administrator

Bromsgrove
money-bag 25000.00-25000.00 Annual
3089449362
Posted Yesterday

IFA Administrator - Bromsgrove (Office-Based)£25,000 to £30,000 (DOE) Career Progression Growing Firm We are working with a well-established and forward-thinking financial planning firm based in Bromsgrove, who are looking to expand their support team with the addition of three experienced IFA Administrators. This is an exciting opportunity to join a growing business with ambitious expansion plans, offering genuine long-term career progression and development for the right individuals. The CompanyOur client is a highly regarded financial advice firm with a strong team culture and a clear growth strategy. The business currently consists of: 7 IFAs1 Trainee Mortgage Adviser13 Back-Office Support StaffManaging Director and Compliance Manager With continued growth on the horizon, they are investing in their infrastructure and people, making this an ideal time to join. The RoleAs an IFA Administrator, you will play a key role in supporting the advisory team, ensuring the smooth processing of client business and delivering a high standard of service. Key responsibilities will include: Preparing and processing new business applicationsSupporting IFAs with client administration and case managementLiaising with providers and clients to obtain information and updatesMaintaining accurate client records and documentationAssisting with report preparation and compliance documentationManaging workflows and ensuring cases progress efficiently The CandidateWe are looking for an experienced

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