Senior IFA Administrator

  • Job Reference: 431557709-2
  • Date Posted: 26 November 2021
  • Recruiter: CAPIO RECRUITMENT LIMITED
  • Location: Birmingham
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent

Job Description

Job Title: Senior IFA Administrator

Salary: £24,000 - £28,000

Location: Birmingham

A growing national-scale Independent Wealth Management firm are looking for a new administrator to join their growing team in Birmingham. They provide advice across a broad range of products including Pensions, Investments, Protection, IHT and tax planning.

They have long standing relationships with a great deal of their clients and have an excellent client retention rate to go with this. However, due to continued expansion, they are now looking to bring an experienced Administrator into their office to support the increased business levels from the Financial Advisers.

They are keen to find someone who can fit in well into the team culture that they have there whilst supporting the firms paraplanners and Financial Advisors with a range of administrative support including; producing valuations, processing new business, processing Letters of Authority and dealing with clients in a professional, friendly manner.

Ideally, you would enjoy a fast-paced environment and work well within a team based environment that is centred in an office-based role, with prospects to work from home up to 3 days a week if desired. The firm offer long-term progression into more senior support later on down the line if this is preferred, in addition to exam support.

The Required Skills:

Experience in providing administrative support within a Wealth Management or Financial Planning firm for a couple of years is required

Experience of using Xplan and FE Analytics

R01, CF1 or other similar exam passes are desirable.

A professional and personable communicator who is comfortable dealing with clients

Strong attention to detail and a good level of numerical skills

Good understanding of the FCA and how a Financial services firm operates

If you are interested in hearing more about this position, please get in touch with us at Capio.