IFA Administrator

Bell Cornwall Recruitment • Permanent • Sutton Coldfield, West Midlands, England, United Kingdom • £30k - £35k / year • 1h ago

IFA Administrator

Sutton Coldfield (Office based)

£30,000 to 35,000 depending on experience

Ref: JC/BCR/32442a

Bell Cornwall Recruitment are currently searching for an experienced IFA Administrator or an PA / 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.

What we're looking for

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.

You'll have:

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.

What you'll be doing

Your responsibilities will include:

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.

If you are an IFA Administrator or if you have admin and secretarial experience financial services firm please apply now!

INDHP

Interested? Please click the 'APPLY' button now!

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.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(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)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

You may also be interested in these jobs

Finance Administrator

Smart 1 Recruitment Limited • Permanent • Redditch, Worcestershire, England, United Kingdom • £30k / year • 1h ago

Administration

Experienced Finance Administrator required to join an established team. Accounts Payable operations and D365 system management are the core focus of this role, alongside supporting the wider finance team with general acc...

1h ago

Apply

Logistics Administrator

Wright Staff Recruitment Ltd • Permanent • Droitwich, Worcestershire, England, United Kingdom • £12.71 / hour • 1h ago

Administration

Logistics Administrator Location Droitwich Full time Monday to Friday 09.30-18.30 (30 min unpaid lunch) Salary - £12.71 per hour The role - We require a competent logistics administrator for a well established logistics...

1h ago

Apply

Legal Secretary - Family Law

Talk Staff Group Limited • Permanent • Birmingham, West Midlands, England, United Kingdom • £24k - £28k / year • 1h ago

Administration

Our client, a very reputable firm are looking to appoint a Legal Secretary for their Family Department based in Birmingham. You will be tasked with providing secretarial support and assistance. This is an exciting opport...

1h ago

Apply

Commercial Administrator

Talent Guardian • Permanent • Redditch, Worcestershire, England, United Kingdom • £28k / year • 1h ago

Administration

Commercial Administrator £28,000 per annum Redditch Talent Guardian is recruiting on behalf of a growing consolidator and distributor of fine food, drink and fresh produce, supplying the independent retail and foodservi...

1h ago

Apply

Administration Coordinator

Stafforce Recruitment • Permanent • Coalville, Leicestershire, England, United Kingdom • £25k - £28.50k / year • 1h ago

Administration

We are currently recruiting for an Administrator to work for our client based in Hugglescote, Leicestershire on a full time and permanent basis. Salary: £25-28,500 depending on experience Hours: 9am until 5pm, Monday to...

1h ago

Apply

Get more jobs like this

Create a free job alert

You may also be interested in these jobs

Finance Administrator

Logistics Administrator

Legal Secretary - Family Law

Commercial Administrator

Administration Coordinator

Get more jobs like this

HIREDONLINE

TOP SECTORS

RECRUITERS