img
Permanent

IFA Administrator

Bromsgrove
money-bag 28000.00-28000.00 Annual
3140047871
Posted 5 days ago

IFA Administrator BromsgroveFull-Time Permanent Office-BasedSalary: £28,000 - £30,000 per annum (depending on experience)Quarterly bonus schemeAn established and growing independent financial planning firm is looking to recruit an experienced IFA Administrator to join its busy and supportive team.This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard.If you''re organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we''d love to hear from you.Key ResponsibilitiesManaging new business cases from initial onboarding through to completion.Liaising with clients and product providers, delivering a professional and efficient service.Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received.Handling inbound and outbound telephone and email enquiries.Preparing quotations, valuations and supporting documentation for client meetings.Processing new business applications and submitting documentation to providers.Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues.Maintaining accurate client records within ..... full job details .....

Other jobs of interest...

Recruit UK
Solihull3 days ago
money-bag26000.00-26000.00 Annual
TEMPLEGATE RECRUITMENT
Birmingham3 days ago
money-bag26000.00-26000.00 Annual
NJR Recruitment
Birmingham3 days ago
money-bag31000.00-31000.00 Annual
Recruit UK
Warwick3 days ago
money-bag30000.00-30000.00 Annual
Astral Recruitment
Warwick4 days ago
money-bag30000.00-30000.00 Annual
Recruit UK
Warwick5 days ago
money-bag25000.00-25000.00 Annual
Premier Jobs UK Limited
Birmingham6 days ago
money-bag30000.00-30000.00 Annual
NJR Recruitment
Coventry6 days ago
money-bag30000.00-30000.00 Annual
Bell Cornwall Recruitment
Sutton Coldfield6 days ago
money-bag28000.00-28000.00 Annual
Bell Cornwall Recruitment
Sutton Coldfield1 week ago
money-bag£28000 - £35000/annum

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!