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Financial Planning Assistant

2 months ago

Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Full time
{"Job Title": "IFA Administrator", "Company Overview": "Premier Jobs UK is proud to partner with a local independent financial planning firm that values long-term relationships and exceptional client service.

This firm is dedicated to providing holistic financial planning solutions to their clients, and they are seeking a skilled IFA Administrator to join their close-knit team.

As an IFA Administrator, you will play a vital role in supporting the Financial Advisers and other support staff in delivering exceptional client experiences. Your duties will include maintaining and updating the CRM system, submitting new business cases, and handling client queries.

To succeed in this role, you will need to have 2+ years' experience of supporting Financial Advisers as an Administrator or similar, excellent written and verbal communication skills, and experience with software such as Intelligent Office, Cashcalc, Iress Exchange, or FE Analytics.

In return, you can expect a competitive salary of £28,000 - £32,000 depending on experience, a bonus scheme linked to personal and business performance, and hybrid working once passed probation with 2 days from home.

If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

**Key Responsibilities:**

* Maintain and update the CRM system for new and existing clients
* Submit new business cases and follow them through to completion
* Handle client queries by phone and email to an excellent standard
* Assist with meeting preparation, such as updating cash flow models and preparing review packs
* Liaise regularly with Financial Advisers and other support staff to ensure cases and tasks are completed timely

**Requirements:**

* 2+ years' experience of supporting Financial Advisers as an Administrator or similar
* Excellent written and verbal communication skills
* Experience with software such as Intelligent Office, Cashcalc, Iress Exchange, or FE Analytics

**What We Offer:**

* Competitive salary of £28,000 - £32,000 depending on experience
* Bonus scheme linked to personal and business performance
* Hybrid working once passed probation with 2 days from home

**About the Company:**

This local independent financial planning firm is dedicated to providing exceptional client service and building long-term relationships. They value their employees and offer a supportive and collaborative work environment.

If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

**How to Apply:**

If you are interested in this exciting opportunity, please submit your application, including your CV and a cover letter, to Premier Jobs UK.

We look forward to hearing from you