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Senior Ifa Administrator

4 months ago

Bromsgrove, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Bromsgrove
£23000 - £26000 04/03/2024
NJR13862

DESCRIPTION

Senior IFA Administrator/ Trainee Paraplanner
Up to £26,000
Bromsgrove
2 Days remote is available
Free parking facilities available on site
X4 Death In service
25 Days holiday + the option to buy and sell
Exam funding
Flexible working options
Social events Health Benefit scheme
Annual Bonus
NJR Recruitment are representing a highly regarded Market leading Wealth Management organisation who are based in the Bromsgrove area. Our client holds an excellent reputation within the industry for providing bespoke Advice to both corporate and private client\'s. Our client are constantly growing from strength to strength and as a result of organic growth now have an exciting opportunity for a talented and experienced IFA Administrator/ Trainee Paraplanner to join their thriving Business.
This role will suit someone who has been working within financial services and has experience of Pensions & Investments as well as delivery of first-class service to Clients and Consultants. You will be working for an award-winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

**Responsibilities**:
\" To provide efficient administrative support to Financial Planners
\" To be a point of contact for IFA\'s, clients, life offices and members of the business
\" Maintenance of all administration systems, ensuring all client data is accurate and up to date
\" Maintenance of diary management system, ensuring daily workflow is completed accurately and in line with SLA\'s
\" Assist with the management of the IFA\'s portfolio of existing business
\" Ensure appropriate documentation is scanned and attached to the relevant client records
\" Prepare and format reports in accordance with Company guidelines
\" Prepare and process new business and review packs for IFA client meetings
\" Obtain research when requested for protection and annuity products
\" Provide mortgage research for IFA\'s using online systems
\" Obtain illustrations for products from providers either on-line or over the telephone
\" Undertake filing, photocopying, and scanning duties when required
\" Process payment requests and surrenders using SLA\'s and compliance guidelines
\" Deal with fund switch requests and be responsible for processing fund switches online

In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level.

For further information please contact one of our specialist consultants quoting REF: NJR13862