Ifa Administrator

1 week ago

Birmingham, United Kingdom Ortus PSR Full time

If you have a passion for the financial industry and a drive to deliver excellent client experiences, this could be the perfect opportunity for you We are seeking an experienced IFA Administrator for an Independent Financial Advisory Firm based near the centre of Birmingham.

The salary range for this opportunity as an IFA Administrator: £27,000 - £35,000

You will be responsible for new business processing, ensuring efficiency from start to finish. Your tenacity in chasing through cases will impress both our team and clients.

Gather insights from various platform providers to produce outstanding client annual review reports. Your attention to detail and ability to provide pre-review paperwork will make a lasting impression.

Keep the back-office system (Intelligent Office) up to date

Assist the Paraplanners by gathering crucial information, including policy details and pension projections. Your role in the advice process will be integral to our clients' financial journeys.

To be considered you must have experience of working within an IFA firm and be ready to hit the ground running.

Please submit your resume and a captivating cover letter highlighting your relevant experience and why you're excited about this role

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