IFA Administrator

Plum Personnel Ltd; Metropolitan Borough of Solihull; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Free parking

Job summary

Plum Personnel Ltd in Shirley, Solihull, is seeking an experienced IFA Administrator to join a brand new Wealth Management practice. You will support an Independent Financial Adviser with diary management, meeting prep and client communications.

This full-time role is 08:30–17:00 (part-time hours also considered), based in Shirley, with a salary of £27,000–£32,000 dependent on experience and free parking provided.

Qualifications

• Previous administration experience working for an IFA.
• Knowledge of Investment, Pension and Life Assurance processing.
• Possess strong organisational skills and excellent 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 on a daily basis

Skills

Organisational skills

IT skills

Flexibility

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.

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 on a daily basis

Requirements

• 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?

We are totally committed to customer service and the principles of diversity in the workplace.