Overview

Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Responsibilities

• Processing new business including fund switches, pension transfers, top ups and income payments.
• Keeping client records up to date.
• Booking annual review meetings
• Preparing letters of authority
• Preparing meeting packs for client reviews.
• Onboarding new clients, setting up records and completing GDPR & AML requirements.
• Dealing with client queries

Candidate requirements

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within an IFA environment
• Experience with Enable, Fidelity would be good
• Able to manage their own workload
• Can work independently when remote

Benefits and terms

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role from the start, in the office 2 days per week.

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