IFA Administrator

Posted on Aug 7, 2019 by CV-Library

West Midlands (County), United Kingdom
Immediate Start
£19k - £23k Annual
A highly respected, privately owned firm of Chartered Financial Planners who provide market-leading wealth solutions are now delighted to be able to add to their team with the addition of a IFA Administrator to their office in the Sutton Coldfield area.

Working as part of a face paced, busy and very friendly team you will be supporting a team of Advisers alongside the Administration team. The successful candidates will be responsible for;

Liaising with Companies/Providers to chase for client financial information

Preparation of illustrations

Chasing up Letters of Authority and liaising with product providers.

Management of client database systems and internal intranet systems

Production of reports by collating information from various sources

Meeting preparation documentation

Diary and email management

Downloading Financial Services Wealth Accounts and client valuations

Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitorsThe successful candidate will need to have proven experience working as a IFA Administrator - preferably within an Financial Planning environment with knowledge of investment and pension products and ideally be Level 4 Diploma qualified. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information, please don't hesitate in contacting one our specialist consultants on (phone number removed)

Reference: 210566038

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