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IFA Administrator

  • Salary: Negotiable
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    28 Nov 2018
  • Job reference: 31979

We are looking for a Financial Service Administrator to work in our busy firm of Independent Financial Advisers, based in North Birmingham. Salary dependent upon experience and skills.

The successful candidate will provide administrative support, within our existing administration team, for our Director and another experienced IFA. They provide advice in areas such as investment management, protection and pension retirement planning (GPP, SIPP, SSAS) to clients throughout the Midlands and London.

Duties will include processing of new business, management of existing business, preparation of quotations, product research, suitability reports, portfolio valuations, processing and completing new business and all other associated administrative duties. There will also be an extension of the role to cover property investment fund administration and some internal company administration. A good telephone manner is essential as one to one client interaction is required.

Experience of using platforms is essential together with good IT skills including Word, Excel and use of a back office system.

You must be able to work with minimal supervision, have an aptitude towards providing a reliable, efficient and prompt service with a positive outlook to all clients, whilst sometimes working under pressure within our very busy but friendly practice.

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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