Executive IFA Administrator

Sahasraa Solutions; Bromsgrove; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A well-established IFA firm in Bromsgrove seeks an IFA Administrator to provide administrative and technical support to Financial Advisors. The role includes client liaison, document preparation, and maintaining accurate records, with opportunities for professional development and various benefits.

Benefits

Comprehensive benefits including contributory pension scheme

Discretionary bonus after full year's service

Option to buy and sell holiday

Birthday off and additional holiday for long service

Health and wellbeing resources

Shopping discounts

Flexible working hours

Qualifications

• Experience within a similar financial services support role.
• Comfortable using Microsoft Office and industry-related software.

Responsibilities

• Providing administrative support to Financial Advisors.
• Preparing documents and maintaining accurate client records.
• Acting as a relationship manager for clients.

Skills

Experience in financial services support

Using Microsoft Office

Job description

This IFA Administrator job in Bromsgrove provides opportunity for an experienced Administrator within financial planning to join a well established IFA firm

As an IFA Administrator, you will be providing administrative and technical support to their Financial Advisors, making sure clients receive great service. You should regularly hold catch up meetings with your allocated Financial Advisors to review outstanding and upcoming items, and plan a clear workflow of priorities.

This role has good levels of client liaison, as you will be their first point of contact and act as a relationship manager to support clients through their financial planning journey.

Your administrative duties will include: preparing documents such as fact finds, client review packs, research, illustrations, new business packs; liaising with the Paraplanners; submitting new business cases for processing and maintain accurate client records.

Our client are big advocates for internal development and progression and will support you with access to training and ways to develop.

IFA Administrator Requirements

• You should have experience within a similar financial services support role
• You should have experience with some platforms and financial products such as pensions, investments and pensions
• You should be comfortable using Microsoft Office and industry related software
  
  

IFA Administrator Benefits

• Salary of £30,000 - £36,000
• 3 days office based in Bromsgrove and 2 days from home
• Varied working times available of 8am 4pm, 9am 5pm or 10am 6pm to suit your schedule
• Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full years service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
• The business is committed to professional development for their team and will be open to facilitating your career plans
  
  

Locations

Bromsgrove

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.