IFA Administrator

Bell Cornwall; Sutton Coldfield; 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. This office-based role is not entry-level and requires handling day-to-day administration within an IFA practice.

You will manage client communications, diary schedules, and processing of pensions, investments, ISAs and protection applications, ensuring accuracy and compliance across all tasks.

Qualifications

• Previous experience as a Financial Services Administrator within an IFA or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• 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

Diary management

Client service

Communication skills

Organisational skills

New business processing

Tools

Provider platforms

Online systems

Valuations processing

Job description

Location: Sutton Coldfield, West Midlands

Sector:

Type: Permanent

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 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.

You’ll have:

• 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

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.

(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)