Senior Ifa Administrator

1 week ago


Birmingham, United Kingdom Brevere Group Full time

Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Duties for this role will include: Processing new business including fund switches, pension transfers, top ups and income payments.
Keeping client records up to date.
Booking annual review meetings Preparing letters of authority Preparing meeting packs for client reviews.
Onboarding new clients, setting up records and completing GDPR & AML requirements.
Dealing with client queries The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within an IFA environment Experience with Enable, Fidelity would be good Able to manage their own workload Can work independently when remote This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.



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