Senior IFA Administrator - Hybrid Working

Brevere Group; Birmingham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A wealth management practice in Birmingham is seeking an experienced Senior IFA Administrator to provide holistic support to a Financial Adviser. This role involves processing new business, maintaining client records, and onboarding new clients. The successful candidate will have relevant experience in an IFA environment, possess strong knowledge of Microsoft Office, and be able to work independently in a hybrid setup. Generous package and career development support included.

Qualifications

• Good working knowledge of Microsoft Office & Outlook.
• Relevant experience within an IFA environment.
• Experience with Enable, Fidelity is desirable.
• Ability to manage own workload.
• Capacity to work independently when remote.

Responsibilities

• Processing new business including fund switches and pension transfers.
• Keeping client records up to date.
• Booking annual review meetings.
• Preparing letters of authority.
• Preparing meeting packs for client reviews.
• Onboarding new clients and completing GDPR & AML requirements.
• Dealing with client queries.

Skills

Good working knowledge of Microsoft Office & Outlook

Relevant experience within an IFA environment

Experience with Enable, Fidelity

Able to manage their own workload

Can work independently when remote

Job description

Overview

Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Responsibilities

• Processing new business including fund switches, pension transfers, top ups and income payments.
• Keeping client records up to date.
• Booking annual review meetings
• Preparing letters of authority
• Preparing meeting packs for client reviews.
• Onboarding new clients, setting up records and completing GDPR & AML requirements.
• Dealing with client queries

Candidate requirements

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within an IFA environment
• Experience with Enable, Fidelity would be good
• Able to manage their own workload
• Can work independently when remote

Benefits and terms

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role from the start, in the office 2 days per week.

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