IFA administrator, Edgbaston
Largely office based
Up to £35,000
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. 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.
The business
This business is a successful chartered firm that has a handful of advisers and an existing support team including an apprentice, administrator, paraplanner, compliance and management. They recognise to go to the next level they would benefit from someone with good IFA administration experience who would really benefit from being part of a close-knit team that cares about its people, providing things such as free lunches and on site parking.
The role
You will be providing administration support primarily for one financial advisor within the firm, helping them with obtaining necessary information for periodic (annual) reviews. You'll be speaking with clients, arranging meetings, processing new business, obtaining third party information and actioning ad-hoc requests i.e. withdrawals, fund switches and top ups. In addition to this you will be putting together basic suitability reports (new money / top up / annual review).
The benefits
- Up to £35,000
- Company pension
- 25 days holiday, in addition to a Christmas closure (usually 3 days) and bank holidays
- Flexible working around 9AM-5PM working hours
- Largely office based, with the ability to work at home
- Discretionary bonus
- Exam support up to Chartered
Synonyms
IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Next steps
If this role sounds of interest to you, then just click apply and we will be in contact with you as quickly as we can. From there we will look to set up a conversation with the business, who typically have a two-stage interview process, these ideally would be face to face, but can be via teams and they are accommodating with times during the week.