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Financial Planning Administrator

Brevere Group
Posted a day ago, valid for a month
Location

Birmingham, West Midlands B45 9NL, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for an experienced Financial Services Administrator within a wealth management practice that provides fee-based advice to high-net-worth clients.
  • Candidates should have relevant experience in a financial services or wealth management environment and a good working knowledge of Microsoft Office and Outlook.
  • The position involves preparing for client meetings, submitting applications, and managing day-to-day client and provider inquiries.
  • The firm offers a generous salary package and opportunities for professional development in a supportive team environment.
  • Candidates should ideally have several years of experience in a similar role to ensure successful integration into the team.

Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team.This role offers a generous package and opportunities for development.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Duties for this role will include:

  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Chasing providers until case completion, and resolving any issues that may arise
  • Inputting new business proposals to the back-office system in line with Company procedures, ensuring data is updated in full to ensure correct MI reporting
  • Working with an adviser to follow the full new business process until completion
  • Dealing with day-to-day client and provider enquiries
  • Obtaining relevant information from providers

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within a financial services / wealth management environment
  • Positive can-do attitude
  • Eager to enjoy work within a high achieving and committed team.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.