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IFA SUPPORT ADMINISTRATOR
BIRMINGHAM
SALARY UP TO 27,000
NJR Recruitment are currently working in Partnership with a Privately owned firm of Independent Financial Planners operating from offices in Birmingham & London. Providing corporate and private individuals with clear, independent financial advice and covering all aspects of planning our client is now keen to recruit an additional Account Executive to join their support team.
The Account Executive is a dedicated training and development role. Initially focusing on understanding the foundations of the businesses' core Client Services offering, progressing into Paraplanning, Client Reviews, Marketing, Interacting with Clients and finally providing financial planning advice to our clients as a qualified, regulated Independent Financial Adviser - should the successful Candidate wish to take the Advising route!
You will be an integral member of the team, working with all departments across the company whilst developing the skills knowledge and experience to ultimately progress into the position of Financial Adviser.
" General day to day administration of Life, Investment and Pensions including:
" Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
" Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
" Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches " Adding fees/ payaways /splits entries to IO
" Knowledge of Adviser Bandings " Knowledge of Introducers / Payaways
" Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
" Assist the Review Team with the preparation of AR's & PR's in overflow situations
" Check Portfolio Reports prepared by Review Team
" Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
" Handle administration enquiries / queries as directed by the Client Services Manager
" Prepare Platform withdrawals / fund switches / transactions for approval by Senior CSE or Client Services Manager
" Producing ad-hoc (non-standard) and standard letters in response to customer/provider queries
" Obtaining life, investment and pension quotations using research tools
" Presenting quotations to advisers along with relevant data and documents required for the advice to be provided Candidates applying for the role will have previous experience working for a firm of Financial Advisers and are now looking for the next step into a business who will support career growth. NJR 15067
