Senior IFA Admin

Recruiter
Thomas George Selection
Location
Bromsgrove
Salary
22000.00 - 28000.00 GBP Annual
Posted
09 Oct 2019
Closes
23 Oct 2019
Job Type
Administrator
Contract Type
Permanent

A Financial Services business has an opportunity to join their financial planning division based in Bromsgrove. As a Senior IFA Administrator you will be responsible for supporting administration for the financial planning team.

Main Tasks: IFA Administrator

Submission of business to platforms and providers
Manage all client databases
Deal with any ad hoc client queries
Preparation of quotes
Compliance with best practice
Research and analysis of holdings to support the preparation of client reports
Communicate with clients and providers to ensure smooth operation of cases and applications
Assist with the accurate completion of applications
Update client information on back-office systems
Support ongoing client relationships

Qualifications / Skills: Administrator

Previous experience working within the financial planning industry is a must
Knowledge of main Financial Planning areas
Knowledge of industry software preferred
Good IT skills including Microsoft Office suite and back-office systems

Person specification:

Honest and trustworthy with a desire to work to the highest standards
Ability to work within a team
Excellent verbal and written communication skills
Ability to work to a high level of accuracy and prioritise effectively
Excellent organisational skills with the ability to prioritise and manage own workload
Motivated team player with a pro-active approach

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Salary GBP22,000 - GBP28,000

Full time and permenant

Your contact for this vacancy is Keith Enright at Thomas George Selection
Please visit tgselection.com for Financial Services opportunities.

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All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.