IFA Administrator
Posted on Sep 9, 2024 by CV-Library
Sutton Coldfield, West Midlands (County), United Kingdom
Accountancy
Immediate Start
£28k - £32k Annual
Full-Time
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include:
* Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients
* Undertake efficient and accurate submission of new business cases and following them through to completion
* Competently undertaking withdrawals, deposits / top ups and fund switches as requested
* Issuing letters of authority and liaising with providers to ensure business is promptly actioned
* Handle client queries by phone and email to excellent standard
* Arrange client meetings
* Assist with meeting preparation such as updating cash flow models, preparing review packs and valuation reports
You should liaise regularly with your Financial Advisers and other support staff to ensure cases and tasks are completed timely. Therefore, you should be able to manage your workload effectively.
IFA Administrator Requirements
* You should have 2+ years’ experience of supporting Financial Advisers as an Administrator or similar
* You must have excellent written and verbal communication skills
* Individuals with experience of using any of the following software would be beneficial: Intelligent Office, Cashcalc, Iress Exchange, FE Analytics
The Company
This local independent financial planning firm enjoy working with their clients to create financial planning solutions to suit their individual needs. They care about building long term relationships and being on hand to support their clients through life’s expected and unexpected events.
IFA Administrator Benefits
* Salary of £28,000 - £32,000 depending on experience
* Plus bonus scheme linked to personal and business performance
* Hybrid working once passed probation with 2 days from home
* Working with close knit team whereby your suggestions are listened to
Location
Sutton Coldfield
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include:
* Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients
* Undertake efficient and accurate submission of new business cases and following them through to completion
* Competently undertaking withdrawals, deposits / top ups and fund switches as requested
* Issuing letters of authority and liaising with providers to ensure business is promptly actioned
* Handle client queries by phone and email to excellent standard
* Arrange client meetings
* Assist with meeting preparation such as updating cash flow models, preparing review packs and valuation reports
You should liaise regularly with your Financial Advisers and other support staff to ensure cases and tasks are completed timely. Therefore, you should be able to manage your workload effectively.
IFA Administrator Requirements
* You should have 2+ years’ experience of supporting Financial Advisers as an Administrator or similar
* You must have excellent written and verbal communication skills
* Individuals with experience of using any of the following software would be beneficial: Intelligent Office, Cashcalc, Iress Exchange, FE Analytics
The Company
This local independent financial planning firm enjoy working with their clients to create financial planning solutions to suit their individual needs. They care about building long term relationships and being on hand to support their clients through life’s expected and unexpected events.
IFA Administrator Benefits
* Salary of £28,000 - £32,000 depending on experience
* Plus bonus scheme linked to personal and business performance
* Hybrid working once passed probation with 2 days from home
* Working with close knit team whereby your suggestions are listened to
Location
Sutton Coldfield
Reference: 222293259
https://jobs.careeraddict.com/post/95039186
IFA Administrator
Posted on Sep 9, 2024 by CV-Library
Sutton Coldfield, West Midlands (County), United Kingdom
Accountancy
Immediate Start
£28k - £32k Annual
Full-Time
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include:
* Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients
* Undertake efficient and accurate submission of new business cases and following them through to completion
* Competently undertaking withdrawals, deposits / top ups and fund switches as requested
* Issuing letters of authority and liaising with providers to ensure business is promptly actioned
* Handle client queries by phone and email to excellent standard
* Arrange client meetings
* Assist with meeting preparation such as updating cash flow models, preparing review packs and valuation reports
You should liaise regularly with your Financial Advisers and other support staff to ensure cases and tasks are completed timely. Therefore, you should be able to manage your workload effectively.
IFA Administrator Requirements
* You should have 2+ years’ experience of supporting Financial Advisers as an Administrator or similar
* You must have excellent written and verbal communication skills
* Individuals with experience of using any of the following software would be beneficial: Intelligent Office, Cashcalc, Iress Exchange, FE Analytics
The Company
This local independent financial planning firm enjoy working with their clients to create financial planning solutions to suit their individual needs. They care about building long term relationships and being on hand to support their clients through life’s expected and unexpected events.
IFA Administrator Benefits
* Salary of £28,000 - £32,000 depending on experience
* Plus bonus scheme linked to personal and business performance
* Hybrid working once passed probation with 2 days from home
* Working with close knit team whereby your suggestions are listened to
Location
Sutton Coldfield
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include:
* Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients
* Undertake efficient and accurate submission of new business cases and following them through to completion
* Competently undertaking withdrawals, deposits / top ups and fund switches as requested
* Issuing letters of authority and liaising with providers to ensure business is promptly actioned
* Handle client queries by phone and email to excellent standard
* Arrange client meetings
* Assist with meeting preparation such as updating cash flow models, preparing review packs and valuation reports
You should liaise regularly with your Financial Advisers and other support staff to ensure cases and tasks are completed timely. Therefore, you should be able to manage your workload effectively.
IFA Administrator Requirements
* You should have 2+ years’ experience of supporting Financial Advisers as an Administrator or similar
* You must have excellent written and verbal communication skills
* Individuals with experience of using any of the following software would be beneficial: Intelligent Office, Cashcalc, Iress Exchange, FE Analytics
The Company
This local independent financial planning firm enjoy working with their clients to create financial planning solutions to suit their individual needs. They care about building long term relationships and being on hand to support their clients through life’s expected and unexpected events.
IFA Administrator Benefits
* Salary of £28,000 - £32,000 depending on experience
* Plus bonus scheme linked to personal and business performance
* Hybrid working once passed probation with 2 days from home
* Working with close knit team whereby your suggestions are listened to
Location
Sutton Coldfield
Reference: 222293259
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