IFA ADMINISTRATOR

IFA ADMINISTRATOR

LOCATION: EDGBASTON

SALARY: UP TO £27,000

BENEFITS:

8:45am-5:00pm Monday-Thursday & 8:45am-4:00pm Friday’s

WFH - Monday or Thursday and every Friday

Bonus at end of year

Pension (3% employer matched)

Income Protection / Critical Illness / Death in Service

26 days holiday plus bank holidays (includes sick pay and option to purchase an extra 10 days)

NJR Recruitment are working in partnership with an impressive firm of Independent Financial Planners based in Edgbaston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow Planning, Pension, Investment and Protection Advice. A super opportunity is now available for a Client Relationship Manager (IFA Administrator) to join their well-established team. The successful candidate will support the advisers and help deliver quality advice to clients

WHAT’S IN IT FOR YOU

• Opportunity to develop and grow your career
• Paid for training, event attendance for industry relevant events and quarterly social events

DAILY TASKS WILL INCLUDE

• Create and maintain filing systems/client files (all on-line)
• Emailing / phoning insurance companies to request up to date plan information and updates
• Access provider portals
• Sending and chasing letters of authority
• Verification of identity checks
• Assist in preparing for client meetings
• Produce reports from back-office systems and provider systems
• Taking meeting minutes
• General administration
• The role will also include some receptionist duties such as:
  • Answering the phones
  • Preparing boardroom for meetings
  • Greeting and looking after visitors, including clients
  • Sorting and distributing the post in the morning
  • Organising and sending out the post at the end of the day - some trips to the post office
  • Booking team meeting venue / sorting lunch orders

To apply for the role, candidates should come from an Administration background within an IFA Firm or a Provider background.

NJR 14693