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Senior IFA Support

  • Salary: £21000 - £27000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 35014

My client, a leading chartered IFA practice are looking to recruit a Senior Financial Service Administrator to the North Birmingham office.

Duties consist of

  • Ensure all dealings with customers are carried out in a professional and courteous manner
  • Undertake sufficient product and market research
  • Ensure all supporting documentation is maintained as per company procedures
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately

General administration

  • General day to day administration of life, investment and pensions including:
    • Liaising with clients, Solicitors, Accountants, life offices, lenders and insurance companies by telephone, e-mail, fax and letter
    • Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
    • Preparation of client valuations and summaries on either bi annually or annually as required by the client agreement
    • Obtaining life, investment and pension quotations using research tools
    • Presenting quotations to Advisers along with relevant data and documents required for the advice to be provided
    • Have a comprehensive understanding of the IO back office system and how it is integral to our business
    • Submission of on line applications and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
    • Have working knowledge of EIM platforms and how they operate including the maintenance of cash balances
    • Running comprehensive diary and notes system for each piece of business whether it is new business, increments or any policy variations
    • Ensuring all files are compliant and prepare and maintain compliance documents
    • Preparation of reports and assistance with preparation of suitability reports
    • Handling group scheme renewals/auto enrolment schemes with the systems in place, i.e. paper based or on line to include renewal invitation and take up and on-going support throughout the year with member servicing etc.
    • Provide on-going administration of platform and non-platform based investment and pension products including Sipps and SSASs
    • The successfully candidate will hold a strong IFA support background and be working towards Level 4 Diploma or equivalent

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