Back to search
Our client is a well-established firm of Independent Financial Planners who are based in the Birmingham area, as a result of their ongoing growth they now have an excellent opportunity for a for an experienced IFA Administrator to join their buoyant and family oriented organization. The Role will involve providing Administrative support to the Advisors. Whilst working alongside a team of Paraplanners, the main purpose of the role will be:
o To work with the paraplanners and financial advisers in supporting all of the financial planning and advice process which includes requesting and collating information.
o Development of a professional one-to-one working relationship with your allocated financial adviser and adapting to their workstyle
o To be able to build and develop product and market awareness to ensure all relevant legislative and procedural changes are complied with
o Updating IO client management software and systems to keep all records accurate and up to date
o To carry out basic office tasks such as stationary ordering to support the firm
o To highly any areas of business risk within your team to your line manager
o To maintain and implement your own personal development plan
o To support the practice director and the team in the development and delivery of all processes and documentation
Candidates applying should offer the following;
" At least 6 months experience (industry or training) within an IFA practice or financial institution
" The desire to study for professional exams to reach level 4 diploma
" IT Skills with experience in the financial services back-office systems
" Good level of competence in written, oral and mathematical skills
" Sound analytical skills
" Self-organisation and methodical with good planning skills and good attention to detail
If you are looking for a role where you will make a real difference to a company then this role is for you, apply now online or contact one of our specialist consultants quoting the reference number NJR15554
