Job Details

Senior IFA Administrator

Sector:Financial Services

Region : West Midlands

Location: Solihull

Salary: £28,000 - £32,000

Job Ref.: 69028

Job Information

Working in partnership with an Independent Financial Planners in Solihull, I am currently recruiting for a Senior IFA Administrator to join a busy hardworking team.

My client is looking for an experienced individual who in comfortable working on their own and getting involved in some Paraplanning duties.

In return you will receive a salary of up to £32,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

Duties will include but will not be limited to;

• Managing diaries and booking appointments (sales director only);
• Preparation of new business packs;
• Carrying out research;
• Creating protection and structure product reports
• Liaising with administrators in respect of new business application, pipeline management and new business tracking;
• Progressing business applications through to completion (except protection cases);
• Record keeping and audit trail management
• Filing and retrieving information and documents
• Carrying out servicing requests for clients;
• Liaising and working with internal and external third parties including clients, paraplanners, advisers and product providers;
• File creation and maintenance;
• Gathering information to prepare quotes for clients;
• Handle day to day duties like call answering, emails and correspondence, talking to clients, attending product update meetings;
• Ensuring all information passed to the Financial Advisers meets the FCA guideline
• General office duties including dealing with incoming and outgoing telephone calls, emails, faxes where required;
• Work as instructed by the operations office manager

The successful candidate must have provided similar support within a Financial Planning company or will have administration experience within a relevant Product Provider environment.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt For further information please contact me on, email