Senior IFA Administrator

Location | Birmingham Area

Parking Available

Salary | Up to 30,000

NJR are currently working alongside a well-established independent firm of Financial Planners with an excellent reputation in the market. A Senior Administrator is now required to work on a 1:1 basis for one of the Advisers in which you will take full responsibility for the new business & client review process.

Our client is extremely dynamic and provides an environment for career motivated people to thrive. The successful Candidate will be provided a competitive basic salary, a good benefits package along with encouragement and support whilst working towards industry related exams. Director.

Daily duties will consist of;

" New Client input into Client Database

" Creating New client packs

" Check Fact Find fully completed

" Input Fact Find details into Client Database

" Prepare & send off authority letters and send to client for signature

" Input policy details of existing plans once received from providers

" Add Activity entries/workflows

" Check all Anti Money Laundering information is current and relevant checks have taken place

" Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated

" Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation

" New Business Submission

" Submit new business to provider or submit applications on line

" Enter details of case into Client Database

" Track new business and current position, updating Planner/Para planner accordingly

" Ensure all new business has been checked and been signed off (if required)

" Prepare for Client Review

" Update cashflow models in preparation for review meetings

The successful candidate will need to have previous experience working as an IFA Administrator - preferably 2 years +, and will hold a couple of CII exams. A strong understanding and knowledge of processing Pensions & Investments is key.

NJR 14811