Overview
IFA Administrator Jobs in Meriden, England, UK at Talent Guardian
Location: Meriden
IFA Administrator
Do not wait to apply after reading this description a high application volume is expected for this opportunity.
Location:
West Midlands
Salary: £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
Title: IFA Administrator
Company: Talent Guardian
Location: Meriden, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator)
