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My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility.The Role:
- To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations
To be successful in this role, you should have:Proven experience working in the financial services industry.A strong ethic of client service. Ability to work under pressure and to prioritise work.Excellent communication skills both written and verbal, influencing and organisational skills.Ability to use judgement and reasoning to propose solutions to problems. Benefits include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working modelGenerous holiday packageOption to purchase additional holidayShared parental leaveFor more information please contact me on or email
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