IFA Administrator

Bell Cornwall Recruitment • Permanent • Sutton Coldfield, West Midlands, England, United Kingdom • £28k - £35k / year • 4d ago

IFA Administrator - Sutton Coldfield

The rewards

£28,000 to £35,000 depending on experience

Hours

Office based

The role of IFA Administrator:

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

The ideal IFA Administrator:

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

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.

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.

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.

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

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