IFA Administrator - Boutique Wealth Management Firm

SLM Search & Selection
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

SLM Search and Selection are currently working on behalf of a privately owned and forward-thinking practice of independent financial advisers with the desire to provide an advisory service that caters to all aspects of financial planning over the long-term.

Their office in Central Birmingham are seeking an experienced IFA administrator to join their dedicated team, assisting the Office Manager to ensure full file compliance and the delivery of a high-quality client service.

Key Responsibilities:

Process new business encompassing pensions, investments and protection and including some mortgage administration

Obtain illustrations and research

Review preparations including valuation reports

Extensive client and provider liasion by phone, e-mail and face-to-face

Prepare client review packs for adviser's meetings

Assist with general administration tasks where needed including answering the telephone, sorting correspondence and filing

Key Experience:

Previous administration experience within an IFA environment focused on holistic financial planning

Wrap Platform knowledge and previous use of back office software systems including Intelligent Office

Excellent communication and interpersonal skills