Senior IFA Administrator

Heat Recruitment
£21,000 per annum
09 Aug 2017
29 Aug 2017
Contract Type
Full Time

Position: Senior IFA Administrator

Location: Wolverhampton

Salary: £21,000 - £27,000 DOE

We are now recruiting for an established national IFA firm with an office in Wolverhampton who are now looking for a Financial Services Administrator to join their growing team. You will be working in a team of experienced individuals handling a mixed portfolio of high value clients.

This is an exciting opportunity for the right candidate to progress technically and further their career.

The successful candidate will have a background in Financial Services, ideally some FS qualifications and ambition to progress technically.


Typing various letters, correspondence and meeting notes

Using the software system to request quotations and valuations

Build professional relationships with colleagues, insurers and product providers

General office duties, e.g. filing, faxing, scanning

Updating and managing internal client database

Skills and Qualifications

Previous experience working for either a firm of Financial Advisers or Sales Support Office

Good level of competence with Microsoft Office to include, Word 2007, Excel and Outlook together with good use of Internet for research purposes

Enthusiastic, positive and motivated, friendly, approachable with initiative

Financial Services qualifications are an advantage

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.