IFA Administrator: Client-Focused Wealth Support

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

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.