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
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