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IFA Administrator

2 months ago

Sutton Coldfield, United Kingdom Premier Jobs UK Full time
About the Role

This is an exciting opportunity to join a small, close-knit team as an IFA Administrator in a local independent financial planning firm. As a key member of the team, you will provide administrative support to the Financial Advisers and other support staff to deliver exceptional client service.

Key Responsibilities
  • Maintain and update the company's CRM system (Intelligent Office) for new and existing clients, ensuring accurate and efficient data management.
  • Process new business cases and follow them through to completion, ensuring timely and accurate submissions.
  • Competently handle client transactions, including withdrawals, deposits, and fund switches, as requested.
  • Issue letters of authority and liaise with providers to ensure business is promptly actioned.
  • Handle client queries to an excellent standard, providing timely and effective communication.
  • Arrange client meetings and assist with meeting preparation, including updating cash flow models and preparing review packs and valuation reports.
Requirements
  • 2+ years' experience in supporting Financial Advisers as an Administrator or similar role.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in using software such as Intelligent Office, Cashcalc, Iress Exchange, and FE Analytics would be beneficial.
About the Company

Premier Jobs UK is a leading recruitment agency specializing in financial services. We work closely with our clients to understand their needs and provide tailored solutions to meet their requirements.

Benefits
  • Competitive salary of £28,000 - £32,000 depending on experience.
  • Plus bonus scheme linked to personal and business performance.
  • Hybrid working arrangement once passed probation, with 2 days from home.
  • Opportunity to work with a close-knit team and contribute to the company's success.