Senior IFA Administrator

19 hours ago


Birmingham, Birmingham, United Kingdom NJR Recruitment Full time
Senior IFA Administrator Opportunity

We are working alongside a well-established independent firm of Financial Planners with an excellent reputation in the market. A Senior Administrator is now required to work on a 1:1 basis for one of the Advisers, taking full responsibility for the new business & client review process.

Key Responsibilities:
  • New Client input into Client Database
  • Creating New client packs
  • Check Fact Find fully completed
  • Input Fact Find details into Client Database
  • Prepare & send off authority letters and send to client for signature
  • Input policy details of existing plans once received from providers
  • Add Activity entries/workflows
  • Check all Anti Money Laundering information is current and relevant checks have taken place
  • Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
  • Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
  • New Business Submission
  • Submit new business to provider or submit applications on line
  • Enter details of case into Client Database
  • Track new business and current position, updating Planner/Para planner accordingly
  • Ensure all new business has been checked and been signed off (if required)
  • Prepare for Client Review
  • Update cashflow models in preparation for review meetings

The successful candidate will need to have previous experience working as an IFA Administrator - preferably 2 years +, and will hold a couple of CII exams. A strong understanding and knowledge of processing Pensions & Investments is key.

NJR Recruitment is a leading recruitment agency in the financial services sector, and we are proud to be working with this well-established independent firm of Financial Planners.



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