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IFA Support

  • Salary: £26000 - £27000 per annum
  • Location: Solihull, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Oct 2019
  • Job reference: 33333

Flexible hours - Senior IFA Support Administrator.
Part time roles in the financial service industry are rare...
This opportunity offers the flexibility to work part time... within a professional IFA.

The hours

You chose the hours between 20 - 35 per week but this can be across the days you need and made up of school hours or whatever it is you need.

The role

To provide efficient administrative support to a number of IFAs.

  • Maintenance of all administration systems, ensuring all client data is accurate and up to date
  • Assist with the management of the IFA's portfolio of existing business
  • Prepare new business and review packs for IFA client meetings
  • Obtain research when requested for protection and annuity products
  • Provide mortgage research for IFA's using online systems
  • Obtain illustrations for products from providers either on-line or over the telephone
  • Process payment requests
  • Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
  • Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
  • To be able to delegate work to your Administrator
  • To work closely alongside your allocated Administrator

What you have to offer

You will be from a support, paraplanning or Advisor background looking to work for a firm that values you and work life balance with training provided every Wednesday and opportunity to progress as the business is growing.

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