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NJR are currently working alongside a well-established Independent firm of Financial Planners who now have an exciting opportunity for a talented IFA Administrator to join their team based in their offices in the Birmingham area. This role will be working on a 1:1 basis for a Director / Financial Planner.
Our client are extremely dynamic and provide an environment for career motivated people to thrive. The successful Candidate you will benefit from competitive basic salary, and market benefits along with a structured career path.
Daily duties will consist of;
" New Client input into Client Database
" Creating New client packs
" Check Fact Find fully completed
" Input Fact Find details into Client Database
" Prepare & send off authority letters and send to client for signature
" Input policy details of existing plans once received from providers
" Add Activity entries/workflows
" Check all Anti Money Laundering information is current and relevant checks have taken place
" Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
" Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
" New Business Submission
" Submit new business to provider or submit applications on line
" Enter details of case into Client Database
" Track new business and current position, updating Planner/Para planner accordingly
" Ensure all new business has been checked and been signed off (if required)
" Prepare for Client Review
" Update cashflow models in preparation for review meetings
The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills.
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.
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