Job Title: Independent Financial Advisor (IFA) Administrator
Location: Birmingham, UK
Salary: Up to £30,000 per annum, depending on experience
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Responsibilities:
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
Administrative Tasks: Handle a variety of administrative tasks, such as processing new business applications, maintaining client records, and responding to client inquiries via phone and email.
Compliance Assistance: Ensure compliance with regulatory requirements by accurately maintaining records, adhering to company policies and procedures, and assisting with regulatory reporting as needed.
Communication: Serve as a primary point of contact for clients, liaising between clients and advisors to address inquiries, resolve issues, and provide updates on the status of transactions or requests.
Requirements: