Experienced IFA Administrator

NJR Recruitment Ltd; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial planning is seeking a talented IFA Administrator to support a Director/Financial Planner in Birmingham. This role offers a dynamic environment for career-driven individuals, where you’ll engage in diverse tasks from client data management to compliance checks. The ideal candidate will possess strong Microsoft Office skills and a proactive attitude, thriving in a fast-paced setting. With a competitive salary and a clear career progression path, this is an exciting opportunity to contribute to a growing firm while developing your professional capabilities.

Qualifications

• Previous experience in a financial services environment is essential.
• Strong knowledge of Microsoft Office tools is required.

Responsibilities

• Input new client data into the database and prepare client packs.
• Ensure compliance with Anti Money Laundering regulations.
• Track new business submissions and update relevant parties.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Communication Skills

Articulation Skills

Education

Experience in Financial Services

Tools

Client Database

Job description

NJR are currently working alongside a well-established Independent firm of Financial Planners who now have an exciting opportunity for a talented IFA Administrator to join their team based in their offices in the Birmingham area. This role will be working on a 1:1 basis for a Director / Financial Planner.

Our client is extremely dynamic and provides an environment for career-motivated people to thrive. The successful candidate will benefit from a competitive basic salary and market benefits along with a structured career path.

Daily duties will consist of:

1. New Client input into Client Database
2. Creating New client packs
3. Check Fact Find fully completed
4. Input Fact Find details into Client Database
5. Prepare & send off authority letters and send to client for signature
6. Input policy details of existing plans once received from providers
7. Add Activity entries/workflows
8. Check all Anti Money Laundering information is current and relevant checks have taken place
9. Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
10. Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
11. New Business Submission
12. Submit new business to provider or submit applications online
13. Enter details of case into Client Database
14. Track new business and current position, updating Planner/Para planner accordingly
15. Ensure all new business has been checked and signed off (if required)
16. Prepare for Client Review
17. Update cashflow models in preparation for review meetings

The successful candidate will need to have previous experience working within a financial services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills.

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a fast-paced, busy, professional and growing firm.

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