IFA Administrator

10 Days Old

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! #J-18808-Ljbffr
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Location:
Birmingham, England, United Kingdom
Salary:
£60,000 - £80,000
Category:
Management & Operations

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