Senior IFA Administrator
Senior IFA AdministratorLocation: Birmingham, Hybrid work, Salary: Up to £35,000 The OpportunityAn exciting opportunity has arisen for an experienced Senior Financial Administrator to join a growing financial Planning organisation based in the Birmingham area.Our client have an exciting opportunity for a Senior IFA Administrator to join their growing organisation, you will play a key role in supporting advisers to deliver suitable and compliant recommendations, while also contributing to operational improvements and team development. You will take ownership of complex cases, mentor junior team members, and help drive best practice across the business.Our Client are seeking an individual who has aspirations to develop in to becoming a Team Leader within the next 2 years. Key ResponsibilitiesLeadership and Team SupportSupervise and mentor junior administrators, providing training and ongoing supportLead client servicing initiatives and oversee complex case managementSupport management with operational improvements and process enhancementsProvide strategic input into workflow planning and team performanceClient and Adviser SupportSupport advisers in delivering compliant and suitable client recommendationsManage escalated client queries and provide effective resolutionsBuild strong relationships with clients, advisers, and providersCollaborate on client retention strategies and business development opportunitiesAdministration and ProcessingCollate plan information, obtain quotes,
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