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IFA Admin Assistant

IFA Admin Assistant

Posted 4 March by NJR Recruitment
Easy Apply Ended

IFA Admin Assistant
Sutton Coldfield

*** To be considered for this position you will need to have a minimum of 6 months experience of working within Financial Services Industry.

NJR Recruitment is representing a highly regarded Wealth Management organisation who are based in the Sutton Coldfield area. Our client hold an excellent reputation within the industry for providing bespoke Financial Advice to their corporate and private client's, Business Owners, who now have an exciting opportunity for a talented Trainee Administrator.

This role will suit someone who is set on a long term career in the forever buoyant Wealth Management Industry, you will need to have at least 12 months experience of working within the Financial Services Industry in return you will receive training to a high standard that will lead to great thongs in the future.

The successful individual will be joining an award winning professional services firm who possess an excellent reputation, you will also be working in a thriving environment where development is encouraged.


" Complete compliance and scanning checklists accurately
" To be a point of contact for clients, providers and members of the business
" Accurately process new business in accordance with compliance guidelines
" Update and manage a diary system, dealing with the relevant new business diary entries within set SLA's (service level agreements) to the conclusion of the new business processing
" Setting up correct event lists to ensure handovers to other departments are seamless (e.g. Finance, Investment)
" Liaise with both internal and external stakeholders by telephone, letter and E-mail
" Maintenance of all administration systems, ensuring that all client data is accurate and up to date
" Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
" Ensure appropriate documentation is scanned and attached to the relevant client records
" Assist with the management of the IFAs pipeline of new business
" Ensure new business files are compliant with FCA and company guidelines - liaising with the Compliance department where necessary
" Understanding the process of new business processing e.g. PPP's, Bonds, ISA's and GIA's
" To ensure Financial Planning Propositions are set up correctly
" Use online systems to submit applications (excluding Protection)
" Use online systems where necessary to obtain information for new business tracking
" Any other reasonable request made by a Director/Manager of the business

The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally have experience of Intelligent Offices well as having solid communication skills, focused attitude and dedication.

In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level.

For further information please contact one of our specialist consultants quoting REF: NJR11038

Required skills

  • Financial Services
  • Investments
  • Pensions

Reference: 42176346

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