Senior IFA Administrator - Hybrid Working

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Senior IFA Administrator - Hybrid Working

Birmingham

Post Date, 24/10/2024

Salary: 32000-36000 per annum

Permanent

Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Duties for this role will include:

  • Processing new business including fund switches, pension transfers, top ups and income payments.
  • Keeping client records up to date.
  • Booking annual review meetings
  • Preparing letters of authority
  • Preparing meeting packs for client reviews.
  • Onboarding new clients, setting up records and completing GDPR & AML requirements.
  • Dealing with client queries

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within an IFA environment
  • Experience with Enable, Fidelity would be good
  • Able to manage their own workload
  • Can work independently when remote

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role from the start, in the office 2 days per week.

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Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 27
  • Last Date: 17/01/2025
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