IFA Administrator

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

Job summary

Bell Cornwall Recruitment is seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield. The role focuses on day-to-day administration, client liaison, and handling pensions, investments, ISAs and protection products.

The successful candidate will have prior IFA administration experience, strong organisational skills, and excellent communication. This is an office-based position with a focus on joining a small, dedicated team.

Qualifications

• Experience as financial services administrator within an IFA or financial planning firm.
• Experience using provider platforms to process new business and manage policies.
• Solid knowledge of pensions, investments, ISAs and protection products.
• Excellent organisation and 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 documentation.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure documentation is accurate and compliant.
• Monitor applications through to completion and update clients and advisers.

Skills

Financial services admin

IFA experience

Pensions knowledge

Investments knowledge

ISAs knowledge

Attention to detail

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 a 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.

• Essential: 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

• 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.

If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm, please apply now!

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)