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IFA Administrator

NJR Recruitment
Posted 18 hours ago, valid for a month
Location

Sutton Coldfield, West Midlands B75 7RW

Salary

£24,000 - £28,800 per annum

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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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  • NJR is seeking an IFA Administrator for an Independent Financial Adviser firm in Sutton Coldfield, offering a salary between £24,000 and £26,000.
  • The role involves providing exceptional customer service and administrative support to financial advisers and the client relationships team.
  • Candidates should have previous experience in administration support for financial planners and knowledge of pension and investment products.
  • Strong time management, attention to detail, and proficiency in Microsoft Word and Excel are essential skills for this position.
  • Interested applicants should contact NJR Recruitment and reference NJR 15172 to explore this opportunity for personal growth.

IFA Administrator

£24,000 - £26,000

Sutton Coldfield

NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and super administration support to the Advisers.

Key responsiblities of the IFA Administrator:

  • To be the first point of contact for all external telephone enquiries
  • To Monitor and response to emails
  • To be responsible for opening all incoming post including scanning and distributing where necessary
  • To support the client relationships team with general correspondence and comunnication to internal and external contacts
  • To upload correspondence to back office system
  • Provide general administrative support
  • To work collaborative with the wider business and support the work of advisers and support staff

Skills required

  • Previous experience offering Admin support to a team of Financial Planners
  • Knowledge of Pension & Investment Products
  • Use of Provider Platforms & a Back Office System
  • Excellent time management skills, with the ability to manage their own workload and meet deadlines
  • Excellent attention to detail
  • Analytical thinking
  • Ability to work alone and as part of a team
  • Problem solving
  • Read, write and communication using English languages sufficient to perform job functions
  • Proficient using Microsoft Word and Excel

If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR 15172

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.