Job Description
IFA Administrator
Cofton Hackett (B45) then moving to Bromsgrove
Salary: £26,000-£30,000 per annum (dependent on experience and qualifications)
An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients.
This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.
IFA Administrator Key Responsibilities
Cofton Hackett (B45) then moving to Bromsgrove
Salary: £26,000-£30,000 per annum (dependent on experience and qualifications)
An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients.
This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.
IFA Administrator Key Responsibilities
- Booking annual client reviews via telephone, email, and post, with consistent follow-up
- Preparing annual review packs, including valuations, fund factsheets, and compliance documents...
Ready to Apply?
Take the next step in your AI career. Submit your application to Pertemps Bond today.
Submit Application