Senior IFA Administrator

IFA Administrator - Birmingham, West Midlands

Ref: 745Thursday 16 June 2022

£Negotiable

Are you an experienced IFA administrator that is looking for company that invests in its staff? We have an exciting opportunity for an experienced Administrator working in a Financial Planning firm  to join a national IFA firm.

 

We are able to offer this opportunity out as complete remote or flexible office working depending on your requirements. As an Executive IFA Administrator, you would provide timely and efficient administration support to senior IFA’s and AFH Wealth Management’s organisational strategy

 

Key Responsibilities:

Write and format financial planning reports on a number of subjects

Working in a client facing team, serving HNW clients and assisting with the creation of financial

planning reports in order to meet the client requirements

Prepare new business and review packs for IFA client meetings

To provide comprehensive technical and administrative support to a number of senior IFAs

The mentoring of an Administrator to assist with workload and adviser requests

Preparation of any client correspondence including letters and emails

Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted

 

Skills:

 

Experience gained within a Financial Services IFA support role

A focused individual with a drive for quality and professionalism

Must have knowledge of both Pensions and Investments

 

Benefits:

Contributory pension scheme

Bonus scheme

Cash plan health benefit scheme

Competitive and flexible holiday allowance, with buy and sell scheme options

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation

Employee referral bonus scheme

Death in service benefit at 4 x your annual salary

Christmas party and summer events

Loyalty bonus for all staff based on length of service.

Additional holiday days for long service

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