IFA Administrator

Bell Cornwall Recruitment; Birmingham; On-site; GBP 28,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment are seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique practice in Sutton Coldfield. Office-based role with a salary of £28,000 to £35,000 depending on experience, reflecting the level of responsibility and expertise required.

The successful candidate will manage day-to-day admin, coordinate client meetings, process new business across pensions, investments, ISAs and protection, and ensure accuracy and regulatory compliance.

Qualifications

• Not an entry-level role; must join and manage day-to-day admin in an IFA practice.
• Experience as Financial Services Administrator in an IFA or financial planning firm desired.
• Good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Be the first point of contact for clients by phone, email and in-person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documents.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure all documentation is accurate and compliant.
• Monitor applications through to completion and keep clients/advisers updated.
• Liaise with investment platforms, pension providers and insurers to resolve queries.
• Prepare paperwork for annual reviews and ongoing client servicing.

Skills

Financial services admin

Provider platforms

Pensions / Investments / ISAs

Organisational skills

Communication & customer service

Job description

IFA Administrator

Sutton Coldfield (Office based)

£28,000 to 35,000 depending on experience

Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield.

The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.

The help with range of different 'products' from Pensions, Investments, Protection and more.

What we're looking for

This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.

You'll have:

• Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• A good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Strong communication and customer service skills.

What you'll be doing

Your responsibilities will include:

• Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Managing advisers' diaries and arranging client meetings.
• Preparing client meeting packs, valuations and review documentation.
• Processing new business for pensions, investments, ISAs and protection policies.
• Submitting applications and ensuring all documentation is accurate and compliant.
• Monitoring applications through to completion and keeping clients and advisers updated on progress.
• Using provider platforms to obtain valuations, process transactions, request information and service existing business.
• Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
• Preparing paperwork for annual reviews and ongoing client servicing.

Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups