IFA Administrator

NJR Recruitment

Posted 7 days ago, valid for 19 days

Birmingham, West Midlands B15 3TQ

£20,000 - £24,000 per annum

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

NJR Recruitment is seeking an IFA Administrator for a reputable National Firm of Independent Financial Planners based in Edgbaston.
The role involves providing technical support to Financial Planners, including report writing, research, tax calculations, and client liaison.
Candidates must have previous experience as a Financial Planning Administrator and knowledge of Platform/Wrap use and back office systems.
The position requires a self-motivated and meticulous individual, preferably working towards the CII Diploma in Financial Planning.
The salary for this role is competitive, and applicants should have relevant experience in the financial planning sector.

NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Edgbaston. The successful candidate will be responsible for providing technical support to a team of Financial Planners consist of;

" Report writing / preparing client financial planning reports and fund switch/review reports " Complete research including performance/charges information/illustrations" Complete relevant tax calculations i.e. CGT/IHT/Chargeable events" Due Diligence and Central Research records maintained for business and kept up to date " Some new business processing" Valuations issued to clients" Obtaining illustrations/research - using Exchange/Exweb, O&M" Client liaison by phone and some face to face" Preparing client files and reviews for advisers/appointments" Review preparations including valuation reports

The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use and back office systems. Those who are working towards the CII Diploma in Financial Planning or who has the desire to become qualified are of high interest. Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information please contact one of specialist consultant quoting REF: NJR 15393

Apply now in a few quick clicks