IFA Administrator

Plum Personnel Ltd; Illshaw Heath; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Free parking

Job summary

Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.

Salary ranges £27,000–£32,000 depending on experience, with free parking. Responsibilities include coordinating planner diaries and client meetings, preparing detailed meeting documentation, processing new business applications, producing illustrations/valuations, and maintaining back-office records.

Qualifications

• Experience supporting an Independent Financial Advisor.
• Knowledge of investment, pension and life assurance processing.
• Strong organisational and IT skills.

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently
• Carrying out hospitality duties—creating the perfect customer journey for new and established clients daily

Skills

IFA administration

Diary coordination

Client communications

Job description

IFA Administrator - Full Time 08.30 - 5.00 (Part time hours also considered.)

Location: Shirley, Solihull B90

£27,000 - £32,000 dependent on experience ( + Free parking )

My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice.

We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor.

As an IFA Administrator you will be:

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently
• Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis

We are seeking someone with:

• Previous administration experience working for an IFA
• Knowledge of Investment, Pension and Life Assurance processing
• Possess strong organisational skills and excellent IT skills

Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?