Senior IFA Administrator

NJR Recruitment; West Midlands Combined Authority; On-site; GBP 32,000 - 38,000; Full time

Job summary

A leading wealth management organization based in Solihull is looking for a Senior IFA Administrator. The role involves managing client relationships and investment processes, with a competitive salary up to £38,000 and full support for professional development. Ideal candidates will have relevant financial services experience and skills in Intelligent Office.

Benefits

Exam support

Free parking

Qualifications

• Previous experience in an IFA practice, handling pensions and investments.
• Experience with Intelligent Office.
• Solid communication skills and a focused attitude.

Responsibilities

• New business processing and annual reviews.
• Liaising with clients and pension/investment companies.
• Managing investments on wrap platforms.

Skills

Client relationship management

Data management

Communication skills

Education

Certificate level in financial services

Tools

Intelligent Office

Job description

Senior IFA Administrator

Salary up to £38,000

Solihull area

Exam support

Free Parking

NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Solihull area. Our client hold an excellent reputation within the industry for providing Advice to a forever growing Client bank consisting of high net worth individuals who now have an exciting opportunity for a talented and experienced IFA Administrator to join their prestigious office based in Birmingham.

Our Client have built up and excellent reputation within the Industry and there ongoing growth has resulted in this excellent opportunity becoming available, to be considered you will need to have Industry related experience and ideally have experience of using Intelligent Office.

This role will suit someone who has been working within financial services and has experience of Pensions & Investments as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

Responsibilities

" New business processing, Annual reviews

" Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers

" Managing data on Intelligent Office

" Preparing investment reviews off IO for review meetings

" Managing investments on wrap platforms who predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell

" General office duties

The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally be at least Certificate level and have experience of Intelligent Office. You will have solid communication skills, focused attitude and dedication.

In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level.

For further information please contact one of our specialist consultants quoting REF: NJR15887