Join to apply for the IFA Administrator role at Sahasraa Solutions

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Join to apply for the IFA Administrator role at Sahasraa Solutions

This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.

You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.

As An IFA Administrator, Your Duties Will Include

• Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients
• Undertake efficient and accurate submission of new business cases and following them through to completion
• Competently undertaking withdrawals, deposits / top ups and fund switches as requested
• Issuing letters of authority and liaising with providers to ensure business is promptly actioned
• Handle client queries by phone and email to excellent standard
• Arrange client meetings
• Assist with meeting preparation such as updating cash flow models, preparing review packs and valuation reports
  
  

• You should have 2+ years experience of supporting Financial Advisers as an Administrator or similar
• You must have excellent written and verbal communication skills
• Individuals with experience of using any of the following software would be beneficial: Intelligent Office, Cashcalc, Iress Exchange, FE Analytics
  
  

• Salary of £28,000 - £32,000 depending on experience
• Plus bonus scheme linked to personal and business performance
• Hybrid working once passed probation with 2 days from home
• Working with close knit team whereby your suggestions are listened to
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Banking

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