Job Information

A long-standing and reputable IFA firm based in Wolverhampton are looking to recruit a Senior Financial Services Administrator to support with report writing, research and processing of client records.

Due to exponential growth and client retention, this business has an open vacancy for a candidate with experience at a comparable business.

The ideal candidate:

• Possesses recent and extensive experience, working at an Independent Financial Planning business, processing new business and producing client packs
• Able to navigate systems such as Adviser Office/Intelligent Office and use platforms and wraps to obtain quotations
• It is essential the successful candidate has experience of writing suitability reports
• Must be committed to their own career progression and have demonstrated this through professional study

The company:

• A rare culture with a combination of a warm and friendly environment and a hardworking approach
• Supportive of further study with financial incentives for passing examinations
• An expanding client base and opportunities for progression

If you have experience as listed above, please apply for this role, and all successful applicants will be contacted within 2 weeks of application.