IFA Administrator

Job Title: Independent Financial Advisor (IFA) Administrator

Location: Birmingham, UK

Salary: Up to £30,000 per annum, depending on experience

Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.

Requirements:

Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.

Administrative Tasks: Handle a variety of administrative tasks, such as processing new business applications, maintaining client records, and responding to client inquiries via phone and email.

Compliance Assistance: Ensure compliance with regulatory requirements by accurately maintaining records, adhering to company policies and procedures, and assisting with regulatory reporting as needed.

Communication: Serve as a primary point of contact for clients, liaising between clients and advisors to address inquiries, resolve issues, and provide updates on the status of transactions or requests.

Requirements:

Previous experience in a similar role within the financial services industry, ideally within an independent financial advisory firm.

Strong organisational skills with the ability to prioritize tasks and manage multiple responsibilities simultaneously.

Excellent communication skills, both verbal and written, with a professional and customer-focused demeanor.

Benefits:

Competitive salary up to £30,000 per annum, commensurate with experience.

Opportunities for professional development and career advancement within a supportive and collaborative work environment.

Comprehensive benefits package, including pension contributions, healthcare coverage, and generous holiday allowance.

Join our award-winning client and take the next step in your career as an IFA Administrator. Apply now to become part of a dynamic firm dedicated to helping clients achieve their financial goals with confidence and peace of mind.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Job Title: Independent Financial Advisor (IFA) Administrator

Location: Birmingham, UK

Company: Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients. With a commitment to excellence and a client-centric approach, we pride ourselves on delivering personalized solutions tailored to each individual's financial goals and aspirations.

Salary: Up to £30,000 per annum, depending on experience

Role Overview: We are seeking a talented and proactive Independent Financial Advisor (IFA) Administrator to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our team of financial advisors by providing administrative assistance and ensuring the smooth operation of day-to-day activities.

Key Responsibilities:

1. Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organizing client files, and scheduling appointments.

2. Administrative Tasks: Handle a variety of administrative tasks, such as processing new business applications, maintaining client records, and responding to client inquiries via phone and email.

3. Compliance Assistance: Ensure compliance with regulatory requirements by accurately maintaining records, adhering to company policies and procedures, and assisting with regulatory reporting as needed.

4. Communication: Serve as a primary point of contact for clients, liaising between clients and advisors to address inquiries, resolve issues, and provide updates on the status of transactions or requests.

5. Team Collaboration: Collaborate closely with other team members, including financial advisors, paraplanners, and support staff, to facilitate efficient workflow and deliver exceptional service to clients.

Requirements:

• Previous experience in a similar role within the financial services industry, ideally within an independent financial advisory firm.
• Strong organizational skills with the ability to prioritize tasks and manage multiple responsibilities simultaneously.
• Excellent communication skills, both verbal and written, with a professional and customer-focused demeanor.
• Proficiency in Microsoft Office suite and familiarity with financial planning software (e.g., XPLAN) is advantageous.
• A proactive and adaptable mindset, with a willingness to learn and contribute to the success of the team.

Benefits:

• Competitive salary up to £30,000 per annum, commensurate with experience.
• Opportunities for professional development and career advancement within a supportive and collaborative work environment.
• Comprehensive benefits package, including pension contributions, healthcare coverage, and generous holiday allowance.

Join our award-winning team and take the next step in your career as an IFA Administrator. Apply now to become part of a dynamic firm dedicated to helping clients achieve their financial goals with confidence and peace of mind.

To apply, please submit your CV and a cover letter outlining your relevant experience and why you are interested in this role.

We look forward to hearing from you!