Executive 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

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