IFA Administrator
Birmingham Based
Hybrid Working (2 Days WFH)
£30,000 DOE
31 Days Holiday + Bank Holidays
Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services
Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you?
My client believe financial planning is about more than just advice. It's about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.
Responsibilities
- Obtaining and compiling provider information and illustrations
- Processing and tracking new business submissions
- Managing investment, pension, and protection business
- Communicating with clients and providing exceptional customer service
- Preparing valuation reports, performance documentation, and review checklists
- Processing and monitoring switches with providers
- Completing withdrawal instructions for clients
- Updating back-office systems
Required Experience
- Excellent communication skills with a customer-centric approach
- Team-oriented, with a collaborative work style
- Experience with IFA systems and processes
Apply now for this exciting IFA Administrator role!