Senior Ifa Administrator
6 months ago
Senior IFA Administrartor
- Growing financial planning firm in Birmingham city centre
**About Our Client**:
Your duties will include:
- Supporting financial planners in preparing meeting packs for client reviews
- Onboarding of new clients, setting up records and completing GDPR and AML requirements
- Dealing with client queries
- Processing new business including fund switches, pension transfers, top ups and income payments
- Keeping client records up to date
- Booking annual review meetings
- Preparing letters of authority
**The Successful Applicant**:
For this Senior IFA Administrator role, you must have the following skills and experience:
- Experience working in an IFA or financial planning firm with strong administration experience
- Excellent attention to detail and work with a high level of accuracy
- Able to build relationships with both the team and clients
- Proactive in their approach and able to manage own workload
- Experience of Fidelity and Enable would be advantageous but not essential
**What's on Offer**:
The package on offer:
- £33,000 salary negotiable depending on experience
- 25 days holiday
- Medical insurance
- Life assurance
- Company pension scheme
- Discretionary bonus scheme
- Private medical
- Hybrid working - 2 days in the office
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