Senior IFA Administrator

New Yesterday

Senior IFA AdministratorBromsgrove Salary up to £30,000Annual bonus | Study supportNJR 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 RoleYou 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 existing business and updating relevant stakeholders\" Preparing documentation for client review meetings\" Updating cashflow models ahead of review meetings\" Maintaining accurate workflows, activity logs, and case notesAbout YouTo be successful in this role, you will have:\" Previous experience within Financial Services / Wealth Management\" Strong working knowledge of Microsoft Excel, Word, and Outlook\" Excellent communication and organisational skills\" A proactive, can-do attitude with strong attention to detail\" The ability to thrive in a fast-paced, professional environmentThis role would suit an ambitious individual looking for a long-term career within Wealth Management, with the opportunity to grow and develop alongside a successful firm.Reference: NJR16469JBRP1_UKTJ
Apply
Location:
Bromsgrove
Job Type:
FullTime

We found some similar jobs based on your search