IFA Administrator

Posted 16 March by NJR Recruitment
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IFA Administrator

Our client are a well-established firm of Independent Financial Planners, who now have an excellent opportunity for an experienced an ambitious Financial Services Administrator to join their expanding team based in Solihull area of Birmingham.

Our Client have built up an excellent reputation within the industry, as a result if organic growth they now have an excellent opportunity available. The successful applicant will be responsible or providing Administrative support to a team of 3 Financial Advisor's. You will need to have up to date experience of working within the industry.


Processing new Business, Client Illustrations and Valuations
Processing premium payments, answering the telephone, note/message taking the gathering of personal data, pension, investment and life policy information (by telephone, email and Post) and presenting of the core findings within word and excel format
Maintain customer/policy records through the customer management system and associated it solutions
Dealing with client inquiries in a swift and timely manner, liaising with the team and product providers where necessary including communicating all information necessary to ensure customers are fully aware that their needs have been met and contract certainty achieved
Preparing client files ahead of initial and annual review meetings
Assisting with the preparation of client letters and marketing collateral managing cash accounts within client's investment products.
Investment fund performance analysis
Manage instalment and credit provisions for customers.
Ensuring that all compliance procedures are adhered to on a day to day basis

The successful candidate will need to have previous experience working within a financial Services environment; you will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills.

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.

For more information please contact one of our specialist consultants quoting REF:NJR10732

Reference: 41626763

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