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Ifa Administrator

4 months ago

Birmingham, United Kingdom NJR Recruitment Full time

** Trainee Paraplanner**

**Solihull**

**Salary £25,000-£35,000**

**30 Days annual leave + Bank Holidays**

**Group Income Protection, private Medical Insurance, Bonus, Exam funding**

Our Client, a well established firm of Chartered Financial Planners are now looking to recruit a IFA Administrator/ Trainee Paraplanner to join their growing and buoyant organisation.

As a business, they are immensely proud of their Chartered status, and fully encourage / support all staff members to work to achieve the highest qualifications obtainable which will come with development in to other arears of the business.

**Responsibilities**:
" To provide efficient administrative support to IFAs and Paraplanners (Scanning, updating Fact finds, filing, shredding and processing company documents)

" Writing suitability reports

" To be a point of contact for clients, new Business, life offices and members of the business

" Maintain administration systems and ensure client data is accurate and up to date

" Manage and follow up tasks promptly and efficiently, managing the diary with daily workflow

" Compliance documents: Updating valuations, fund lists and ensuring literature is up to date

" Responsible for replenishing stationary and ordered items to ensure sufficient office equipment

" Ensure new business files are compliant with FCA and Company guidelines

" Prepare new business packs for IFA client meetings

For more information please contact one of our specialist consultants quoting REF: NJR13572

**Salary**: £25,000.00-£35,000.00 per year

**Benefits**:

- Flexitime
- Free parking
- On-site parking

Schedule:

- Flexitime

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Birmingham, West Midlands: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: NJR13572