IFA Administrator


This vacancy is now closed


Would you describe yourself as someone who thinks on their feet and loves handling a high volume of work supporting Financial Planners?

Would you like to use and develop your experience of working for an IFA and ideally pensions (!) if such an individual exists? The team would be just as happy with experience of working within a private client or investment team as well!

Do you like using your positive personality to engage with clients and colleagues?

If so our friendly bunch in Birmingham want to hear more about you and your skills. The team are outgoing and looking for someone with personality who has recently worked in an IFA environment. You understand what working under pressure is like (!) but want to do this in a team that promotes collaboration, supports and recognises your hard work and personal contribution.

If the above appeals you are a step closer to working with a team who rely on their Associates and their organisational skills to support busy Financial Planners who need their time managed and clients nurtured. Delivering 5* customer service comes naturally to you as does being on the phone!

Duties will include:

  • Managing production of meetings packs for the private client team
  • Overseeing meeting rooms and diaries
  • Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate
  • Assisting with reporting, including valuations

You know your way around Microsoft Office and ideally Xplan.

You would be encouraged to show your initiative and propose ideas for improvement as well as use your judgement to problem solve.

Let me tell you more about us………Tilney is an award-winning financial planning and investment company that builds on heritage of more than 180 years. Our clients include private investors, charities and professional intermediaries who trust us with more than £24 billion of their assets. We offer a range of services including financial planning, investment management and advice through our Bestinvest service; a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses we believe their personal wealth is our personal responsibility. Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of 30 offices and we have nationwide Financial Planning and Investment Management teams. We pride ourselves on offering the very highest levels of professional client service across our entire range of solutions to help our clients achieve financial peace of mind.