IFA Administrator
2 weeks ago
Job Description:
IFA Administrator
Located near Bromsgrove, office based
Salary £26,000-£30,000 DOE
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.
Key Responsibilities
- Provide full administrative support to advisers and paraplanners.
- Prepare and process new business applications, client reviews, and policy administration.
- Maintain and update client records and financial planning systems with accuracy.
- Produce valuations, illustrations, and reports as required.
- Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
- Ensure compliance and regulatory requirements are met.
- Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
- Support the preparation of client meetings, including producing packs and documentation.
About You
- Previous experience in an Administrative role (essential)
- Previous experience in financial services (IFA/wealth management background) (desirable)
- Knowledge of financial products (pensions, investments, mortgages) is an advantage.
- Excellent organisational skills with high attention to detail and accuracy.
- Confident communicator, able to liaise professionally with clients and providers.
- Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
- Ability to prioritise tasks and work effectively under pressure.
- A proactive team player with a positive, can-do attitude.
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