IFA Administrator

INTEGRO PARTNERS LTD

Posted 15 hours ago, valid for 14 days

Birmingham, West Midlands B15 3TQ

Full Time

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Sonic Summary

The IFA Administrator position is based in Birmingham with hybrid working options, allowing two days of work from home per week.
The salary for this role is £30,000, depending on experience, with 31 days of holiday plus bank holidays included.
Candidates should possess experience with IFA systems and processes, along with excellent communication skills and a customer-centric approach.
The company emphasizes a strong identity and culture, focusing on financial planning as a means to enrich clients' lives through a concept called Life Landscaping.
This role involves responsibilities such as processing new business submissions, managing investment and pension business, and providing exceptional customer service.

IFA Administrator Birmingham Based Hybrid Working (2 Days WFH) £30,000 DOE 31 Days Holiday + Bank Holidays Income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you?My client believe financial planning is about more than just advice. It’s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.Responsibilities - Obtaining and compiling provider information and illustrations- Processing and tracking new business submissions- Managing investment, pension, and protection business- Communicating with clients and providing exceptional customer service- Preparing valuation reports, performance documentation, and review checklists- Processing and monitoring switches with providers- Completing withdrawal instructions for clients- Updating back-office systemsRequired Experience - Excellent communication skills with a customer-centric approach- Team-oriented, with a collaborative work style- Experience with IFA systems and processes Apply now for this exciting IFA Administrator role!

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