Overview
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.