SENIOR IFA ADMINISTRATOR

Job Location	Rubery, Rednal
Education	Not Mentioned
Salary	£27,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study supportNJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talentedIFA Administrator.Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path.The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a Career within the exciting and buoyant Wealth Management industry. Daily dutieswill consist of;

New Client input into Client Database
Creating New client packs
Check Fact Find fully completed
Input Fact Find details into Client Database
Prepare & send off authority letters and send to client for signature
Input policy details of existing plans once received from providers
Add Activity entries/workflows
Check all Anti Money Laundering information is current and relevant checks have taken place
Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
New Business Submission
Submit new business to provider or submit applications on line
Enter details of case into Client Database
Track new business and current position, updating Planner/Para planner accordingly
Ensure all new business has been checked and been signed off (if required)
Prepare for Client Review
Update cashflow models in preparation for review meetings

The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is lookingfor someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168

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