IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: IFA AdministratorLocation: Kings Norton, BirminghamSalary: £26,000 - £30,000 DOEBenefits:20 days annual leave plus bank holidaysCompany pension schemeFree on-site parkingFull training and development supportCareer progression opportunities within a growing businessAbout the Company:Our client is a well-established and growing financial planning firm with multiple offices across the region. They pride themselves on delivering exceptional client service and fostering a supportive, team-oriented working environment. Due to continued growth, they are seeking an IFA Administrator to join their Kings Norton office and provide essential support to advisers and the wider administration team.This is an excellent opportunity for an individual with previous financial services administration experience who is looking to develop their career within a professional and expanding business.Key Responsibilities:Provide administrative support to Financial Advisers and the wider team.Process new business applications and maintain accurate client records.Utilise Intelligent Office (IO) and other industry platforms to manage client information and workflow.Liaise with product providers and third parties to obtain information and updates.Prepare and issue client documentation and correspondence.Maintain compliance with internal procedures and regulatory requirements.Assist with general office administration duties.Support ..... full job details .....