IFA Administrator

IFA Administrator - Birmingham, West Midlands

Ref: 239Monday 23 May 2022

£25,000 - £32,000

IFA Administrator is required to assist Advisers within their Bromsgrove office. You will work be working as a team and provide timely and efficient administration to support the IFA’s. 

The team has fostered a strong sense of community, with a commitment to aiding personal improvement through further education.

 

Responsibilities:

 

To provide efficient administrative support to a number of IFA’s

Preparation of correspondence including letters and emails

Maintenance of all administration systems, ensuring all client data is accurate and up to date

Maintenance of diary management system, ensuring the daily workflow is completed accurately

Assist with the management of the IFA’s portfolio of existing business

Prepare new business and review packs for IFA client meetings

Obtain research when requested for protection and annuity products

Provide mortgage research for IFA’s using online systems

Obtain illustrations for products from providers either online or over the telephone

Provide coaching and support for other team members

 

Requirements:

 

Experience in supporting advisers in an office administration support

Previous experience of coaching and supporting team members

Effective organisational and planning skills

Experienced using Microsoft Word, Excel & Outlook

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