Ifa Administrator
6 months ago
**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS**
**LOCATION: Oldbury**
**SALARY: AROUND 26,500 - 32,000**
**BENEFITS**
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your core benefits package includes the following:
- Share Incentive Plan
- Workplace Pension
- Life Assurance
- Income Protection
- Health Cash Plan
Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Oldbury - probably on a 3 day office, 2 day home basis.
THE ROLE
- Work closely with the consultants to support and ensure clients' needs are met, this may include attending client meetings with the consultant(s)
- Maintain strong relationships with clients
- Manage all aspects of client affairs in a prompt and efficient manner
- Plan, organise and prioritise workload to maintain agreed service standards
- Create client valuations and illustrations
- Liaise with Providers
- Develop and maintain good working relations with internal and external contacts
NJR 14192
**Salary**: £26,000.00-£30,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 14192