Your Local Recruitment Experts for Solihull, Birmingham, Coventry and Warwickshire

IFA Administrator

Reference:
PER6541G CC
Job Role (s):
Business Support
Salary:
£22,000 to £26,500 Per Annum
Benefits:
free parking
Town/City:
West Midlands, Shirley
Contract Type:
Permanent

IFA Administrator - Full Time (Part time hours also considered.)

Shirley B90

£22-26500


My client is seeking an experienced IFA Administrator to join a small, dedicated professional office within the financial services sector. We are seeking someone who can demonstrate their ability to multi-task and who sets very high standards of work as attention to detail is key. This role is working within a fast-paced client facing environment.

NOTE: It is ESSENTIAL that you have previous experience of supporting an Independent financial advisor.

As an IFA Administrator you will be:

* Processing new business- such as research, suitability checks and applications (manual and online portals)
* Preparing client files - ordering valuations and information pre-client meetings
* Researching documents to an exacting standard and to strict deadlines
* Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis
* Working to strict regulations as part of the small IFA administration team

You will:

* Have previous administration experience working for an IFA
* Knowledge of Investment, Pension and Life Assurance processing
* Possess strong organisational skills
* Fast, accurate copy typing

Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?

Key is .. experience within financial services (pensions and investments)along with an approachable personality, consistent attitude and high work ethics. A car driver is required to reach the location.

Due to the team set-up training would be very minimal so the necessary IFA administration experience is vital.

If you are already registered with PLUM PERSONNEL, please contact Caroline directly to discuss this role. Thank you.

Plum Personnel is a well-established and independent agency based in the heart of Solihull. We are totally committed to customer service and the principles of diversity in the workplace. Your application will be carefully considered and we will advise you within 48-hours if your application closely matches the client's specification.

Whilst we would love to assist everyone with their job search, if we do not contact you to progress in this time frame it means we have received applications from individuals with more closely matching skills and experience. Our selection process is always based on your relevant skills, potential and achievements for the role advertised.

Plum Personnel is a small independent recruitment consultancy based in the heart of Solihull. We are totally committed to customer service and the principles of diversity in the workplace.