IFA Administrator

Our client is looking to recruit an experienced IFA Administrator
who enjoys liaising with clients and ensuring the business provides excellent client
service

You will be joining an independent financial planning
business, as part of their organic growth strategy. The business is
independently owned and has a team of 6, growing to 8, who all enjoy working
together. The business was established over 10 years ago and has through
organic growth year-on-year from professional introducer and client referrals
amassed over £100m of FuM.

They are seeking an IFA Administrator to join the team who
will take a key role in ensuring clients are contacted in line with their
ongoing service agreements to arrange an Adviser meeting. As part of the contact
strategy, you should review the client’s risk profile, obtain new and missing
information and ensure the meeting is booked at an appropriate time for both
parties.

Following the client meeting, you will also assist with
implementing actions such as no-change letters or straightforward review
letters.

As such, the business sees this role as being a hybrid of
client liaison, administration and some paraplanning duties.

You will work alongside their Paraplanner, Office Manager and
3 other Administrators.

IFA Administrator Requirements

• You
  should have held a similar role within a financial planning firm, such as
  IFA Administrator or Client Services Executive
• You
  should have an excellent approach to your work, being able to handle multiple
  tasks and deadlines, work well within a small team and provide high
  quality client service

IFA Administrator Benefits

• Salary
  of £32,000 – £35,000 plus bonus scheme upon achieving team goals
• Could
  consider full-time or part-time hours
• 28
  days annual and statutory leave with option to purchase additional 10 days
  per year
• Auto
  enrolment pension and death in service
• Mainly
  office-based role with some scope to work from home
• Their
  office is based in Central Birmingham, close to main train stations for
  commuting

Locations

Birmingham

Call
us now on 0208 0044 154 or click Apply 

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