Job Information

Senior IFA Administrator : up to £30,000 : experience necessary



An Independent Financial Advisers based just outside of Birmingham City Centre are looking for a Senior IFA Administrator to provide full administration support to their advisers. As part of an experienced team you will be busy and will enjoy a complete, varied support role where you can take responsibility and manage cases from start to finish.

Some of the tasks the role will include are;

• To contribute to the success of the company and to adhere to all internal standards, administration procedures and time-recording regulation.
• To support all activities and process including, but not limited to, the administration of all recommendations and regulated processes. Ensuring all transactions are completed within FCA regulations and within the company`s internal administrative policies.
• Provide accurate and efficient administration and maintenance of client records.
• To understand systems, files and processes and to be able to utilise at all times.
• Provide administrative support to the advisers, paraplanners and office manager.
• Assist the paraplanners with quarterly protection due diligence
• To be the focal point for the technical and challenging queries within the team. E.g. sourcing solutions to issues as they arise and being the main point of contact within the team for such queries.
• To be responsible for accurate commissions reconciliation and report on such each month and within timescales.
• Be able to supervise and train the administrators within the team in their daily duties and delegate work appropriately.
• Complete application / proposal forms and ensure all compliance paperwork is in order for new business.
• Be responsible for all new business submissions and their progress from application stage to commissions received.
• To be responsible for the production of client review packs.
• When required, organise and attend client meetings with adviser.
• To be the central point of contact in relation to the broking of commercial lending and liaising between lenders, clients, solicitors and the appropriate adviser and the administration of all such cases.
• Provide support to the practice manager in relation to the firms` compliance monitoring plan and regulatory requirements.
• Assist in the development of on-going projects to drive the practice forward including writing and updating of the practices` administration procedures and guiding the team on their use.
• General administration duties & ad-hock tasks as required and providing administration support to Practice Manager and MD as required.
• Ad-hock projects in relation to role.
• Respond to daily tasks as they arise efficiently & effectively, with willingness and enthusiasm, thus helping to maintain a good and happy working atmosphere.

Salary up to £30,000.

If you would like to know more, please search ?Cameron James Professional Recruitment` and call and ask for Rebecca.

Or apply now.