We are looking for two additional administrators to work in our busy firm of Independent Financial Advisers, based in Castle Bromwich, Birmingham. Salary dependent upon experience and skills.
The first role is for a Senior Administrator who will provide administrative support, within our existing administration team for our IFA team. They provide advice in areas such as investment management, protection and pension retirement planning to clients throughout the Midlands and London.
Duties will include processing of new business, management of existing business, preparation of quotations, product research, suitability reports, portfolio valuations, processing and completing new business and all other associated administrative duties. A good telephone manner is essential, as one to one client interaction is required.
The second role is for Client Review Administrator who will primarily focus on providing Portfolio Reports and Annual Reviews to our clients in accordance with our Client Agreement. This will involve extensive use of our back office system and platforms. This role will require good organisational skills to include accurate record keeping and co-ordination of the whole review process.
Experience of using platforms is essential for both roles together with good IT skills including word, excel and use of a back office system.
You must be able to work with minimal supervision, have an aptitude towards providing a reliable, efficient and prompt service with a positive outlook to all clients, whilst sometimes working under pressure within our very busy but friendly practice.
- Administrative Duties
- Computer Literate
- Financial Services
- Organisational Skills