IFA Administrator

An IFA Administrator is required to join a boutique wealth management firm based near Solihull to provide administrative support to the MD (who is an IFA).

Your responsibilities will include

  • Preparing Valuations for Client Meetings
  • Handling client enquiries
  • Pre and post Meeting telephone contact with clients
  • Assistance with regards Seminar Planning, including booking venues, database management, liaising with printers and ensuring a smooth hotel based event
  • New business submission and chasing outstanding items
  • Preparation of meeting room and greeting clients who visit, including hospitality duties
  • Collect, open and dealing with standard correspondence
  • Chasing Pipeline Business Outstanding Issues
  • Preparing New Business Illustrations and Application Forms
  • Sending out Letters of Authority and completing Spreadsheets for New Clients
  • Inputting Business on our Back Office System, Quay Software
  • Assisting with preparing Business Files, Client Files and Suitability Letter Reports

You will have previous administrative experience within an IFA firm and will have a good knowledge of pensions and investments. In addition, you will need excellent communication and customer service skills and be highly IT literate, especially with MS Word and Excel.

Location:Birmingham

Salary:£20000 - £30000 Per Annum + bonus + benefits

Reference:414799

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