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Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?
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:
- Processing new business including fund switches, pension transfers, top ups and income payments.
- Keeping client records up to date.
- Booking annual review meetings
- Preparing letters of authority
- Preparing meeting packs for client reviews.
- Onboarding new clients, setting up records and completing GDPR & AML requirements.
- Dealing with client queries
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within an IFA environment
- Experience with Enable, Fidelity would be good
- Able to manage their own workload
- Can work independently when remote
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.
Hybrid working can be offered with this role from the start, in the office 2 days per week.
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