Ifa Administrator

1 month ago


Birmingham, United Kingdom NJR Recruitment Full time

**IFA Admin**

Edgbaston Based

£25,000 - £27,000 DOE

Hybrid Working (3 days WFH)

Discretionary Bonus

Early Finish Fridays

Required:

- Literacy, numeracy and attention to detail are crucial for this role
- Excellent organisational skills, prepared to work as part of a team and independently
- Hard-working, friendly, easy going, and open to ideas
- Prepared to listen, learn and improve skills
- Updating data on our IT systems
- Create and maintain filing systems/client files (all on-line)
- Access provider portals
- Sending and chasing letters of authority
- Verification of identity checks
- Assist in preparing for client meetings
- Produce reports from back-office systems and provider systems
- Taking meeting minutes
- General administration

The role will also include some receptionist duties such as:

- Answering the phones
- Preparing boardroom for meetings
- Greeting and looking after visitors, including clients
- Sorting and distributing the post in the morning
- Organising and sending out the post at the end of the day - some trips to the post office
- Booking team meeting venue / sorting lunch orders

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£27,000.00 per year

Work Location: In person


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