IFA Administrator

INTEGRO PARTNERS LTD

Posted 23 days ago, valid for 6 days

Birmingham, West Midlands B15 3TQ

Full Time

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Sonic Summary

The IFA Administrator position is based in Birmingham with a hybrid working model allowing 2 days of remote work per week.
The salary for this role is £30,000 depending on experience, along with 31 days of holiday plus bank holidays.
Candidates should have experience with IFA systems and processes, along with excellent communication skills and a customer-centric approach.
The company values a strong identity and culture, focusing on independent financial planning and enhancing clients' lives.
This role involves responsibilities such as processing new business submissions, managing investments, 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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