Junior IFA Administrator

A Junior IFA Administrator is required by a growing IFA firm based near Solihull as a result of continued expansion. This is a fantastic opportunity to learn IFA administration under the guidance of a highly experienced individual and so could suit a strong administrator with no previous IFA experience who is looking to move into this field.

Your main responsibilities will include

  • Inputting information on to the database.  i.e. add new clients, plans and fees.
  • Issuing and sending out letters of authority and recording of information on receipt.
  • Preparation of Meeting Packs for initial and client review meetings including compiling fund performance data using FE Analytics
  • Updating Client Valuation Sheets with information obtained from providers websites and by telephone.
  • Monthly Fund Performance Reporting using FE Analytics
  • Scanning, filing & photocopying of documentation
  • Preparing initial quotes for protection, investment and pension plans
  • General typing and taking of messages

You will have strong administration experience, and will have particularly good understanding and experience of working with databases. Any experience of Intelliflo or FE Analytics would be advantageous but is not essential as full training can be provided. You will also have a good working knowledge of MS Office, a methodical and thorough approach to your work and excellent communication skills (both written and verbal). Any previous Financial Services experience would be of interest but is not essential.

Location:Birmingham

Salary:£20000 - £25000 Per Annum + bonus + benefits

Reference:414798

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