Senior IFA Administrator

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Senior IFA Administrator Bromsgrove Salary up to £30,000 Annual bonus | Study support NJR Recruitment is currently working with a well-established and growing independent firm of Financial Planners based in Birmingham are. Due to continued year-on-year growth, they are now looking to appoint a Senior IFA Administrator to provide dedicated support to the Company Director. This is an excellent opportunity to join a dynamic, professional, and forward-thinking firm that genuinely values its people. You'll benefit from a competitive salary, market-leading benefits, and a clear, structured career path within a highly respected Wealth Management business. The Role You will play a key role in ensuring the smooth administration of client cases from outset to completion, supporting both the Director and wider team. Key responsibilities will include: " Setting up new clients on the internal client database " Preparing and issuing new client welcome packs " Checking Fact Finds are fully completed and compliant " Inputting Fact Find and policy details accurately " Preparing and sending authority letters for client signature " Managing AML checks and ensuring records remain up to date " Obtaining illustrations, application forms, Key Features and supporting documentation " Submitting new business to providers (online and paper-based) " Tracking new and ex...
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Location:
Bromsgrove
Salary:
£30,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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