Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
This role will include providing general administrative support one of the Financial Planner's, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
Posted by Premier Jobs UK Limited • £32K/yr to £35K/yr
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.
NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team.
The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and super administration support to the Advisers.
Key responsiblities of the IFA Administrator
To be the first point of contact for all external telephone enquiries.
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic, independent service across financial planning, wealth management and investment management.
This newly created "Regional Manager" opportunity will be covering the Midlands area, overseeing day to day operations of regional hubs/offices, reporting directly to a Regional Director and working closely with the regional teams of advisers and support staff.
This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports.
Largely office based; Up to £35,000
In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it's a small close feel business so you really can make a difference.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.