IFA Administrator - Client-Focused Financial Planning

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

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