IFA Administrator

Bell Cornwall Recruitment; Sutton Coldfield; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment is seeking an experienced IFA Administrator to support Independent Financial Advisors in Sutton Coldfield. The role is office-based, with a salary range of 30,000 to 35,000 depending on experience, and involves handling pensions, investments, ISAs and protection products.

The ideal candidate will have prior experience as an IFA Administrator in a financial planning firm, strong organisational and client-facing skills, and experience using provider platforms and online

Qualifications

• Essential: Previous experience working as a IFA 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.

Responsibilities

• 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.

Skills

IFA administrator experience

Diary management

Client communication

Organisational skills

Tools

Provider platforms

Online systems

Job description

IFA Administrator

Sutton Coldfield (Office based)

30,000 to 35,000 depending on experience

Ref: JC/BCR/32442a

Bell Cornwall Recruitment are currently searching for an experienced IFA Administrator or an PA / 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.

• Essential: Previous experience working as a IFA 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