IFA Administrator

Integro Partners; Birmingham; Hybrid; GBP 30,000; Full time

Job summary

A Birmingham-based company is seeking an IFA Administrator to facilitate financial planning while ensuring excellent customer service. The role promises a hybrid work model and a robust benefits package. This position is for professionals with a customer-centric focus and experience in IFA processes.

Benefits

31 Days Holiday + Bank Holidays

Income protection

Life assurance

Employee assistance program (EAP)

Wellness support

Financial wellbeing services

Qualifications

• Experience with IFA systems and processes.
• Collaborative work style.

Responsibilities

• Obtaining and compiling provider information and illustrations.
• Processing and tracking new business submissions.
• Communicating with clients and providing exceptional customer service.

Skills

Excellent communication skills

Customer-centric approach

Team-oriented

Job description

IFA Administrator
Birmingham Based
Hybrid Working (2 Days WFH)
£30,000 DOE
31 Days Holiday + Bank Holidays
Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services

Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you?
My client believe financial planning is about more than just advice. It s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.
Responsibilities
- Obtaining and compiling provider information and illustrations
- Processing and tracking new business submissions
- Managing investment, pension, and protection business
- Communicating with clients and providing exceptional customer service
- Preparing valuation reports, performance documentation, and review checklists
- Processing and monitoring switches with providers
- Completing withdrawal instructions for clients
- Updating back-office systems
Required Experience
- Excellent communication skills with a customer-centric approach
- Team-oriented, with a collaborative work style
- Experience with IFA systems and processes

Apply now for this exciting IFA Administrator role!