IFA Administrator

This IFA Administrator job in Bromsgrove provides
opportunity for an experienced Administrator within financial planning to join
a well established IFA firm

As an IFA Administrator, you will be providing administrative
and technical support to their Financial Advisors, making sure clients receive great
service. You should regularly hold catch up meetings with your allocated
Financial Advisors to review outstanding and upcoming items, and plan a clear
workflow of priorities.

This role has good levels of client liaison, as you will be
their first point of contact and act as a relationship manager to support
clients through their financial planning journey.

Your administrative duties will include: preparing documents
such as fact finds, client review packs, research, illustrations, new business
packs; liaising with the Paraplanners; submitting new business cases for processing
and maintain accurate client records.

Our client are big advocates for internal development and
progression and will support you with access to training and ways to develop.

IFA Administrator Requirements

• You should have experience within a similar financial
  services support role
• You should have experience with some platforms
  and financial products such as pensions, investments and pensions
• You should be comfortable using Microsoft Office
  and industry related software

IFA Administrator Benefits

• Salary of £30,000 – £36,000
• 3 days
  office based in Bromsgrove and 2 days from home
• Varied
  working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
  schedule
• Plus
  comprehensive benefits including, contributory pension scheme, DIS,
  discretionary bonus after full year’s service, option to buy and sell
  holiday, plus birthday off and additional holiday days for long service,
  Christmas and summer parties, health and wellbeing resources, shopping
  discounts
• The
  business is committed to professional development for their team and will
  be open to facilitating your career plans

Locations

Bromsgrove

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to
ensure the information contained in our adverts including any salary, benefits
or on target earnings are accurate, we give no representation or warranty in
respect of such information. No liability is accepted by Premier Jobs UK for
any loss or damage which may arise out of any person relying on or using any
information.