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IFA Administrator

  • Salary: £22000 - £26000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Oct 2018
  • Job reference: 30182

My client specialises in financial planning, tax, legal and accountancy services, providing financial planning advice to individuals and business owners. we are now looking for an IFA Administrator to support two extremely busy Advisers.


  • New business processing - online processing and by post for all life and pension business
  • Switching - online and by post
  • Dealing with telephone enquiries with clients/providers
  • Administration tasks such as filing/scanning/faxing
  • Client schedules, including valuations

To be successful you will need:

  • Financial professional qualifications are desirable, but not essential
  • Knowledge and experience of working in financial services
  • Background in a similar position
  • A working knowledge of insurance company websites for processing online business and obtaining information
  • Good understanding of Microsoft Word/Excel and back office systems
  • Experience in an IFA practice or an insurance provider
  • The ability to work independently, as well as a part of a team
  • To be able to cope under the pressure of working in a busy environment and to meet tight deadlines
  • A committed attitude to new challenges

If successful, you will benefit from:

  • A full time, permanent position, 35 hours a week
  • Flexible working available
  • Company benefits
  • £26,000 salary, negotiable
  • A central location with commuting connections and shopping centre nearby

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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