IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Birmingham
Salary: up to £25,000
Reference: 16735
Contact Name: Mary Hendry
Contact Email: maryhendry@keypersonnel.co.uk
Job Published: February 16, 2015 11:56

Job Description

My client, a privately owned Independent Financial Adviser, based in Birmingham is looking for an experienced IFA administrator.

The role comprises:

General administration support to include obtaining protection, investment and pension illustrations

New business processing for pensions, investments and life assurance

Ongoing servicing queries, including valuations for client meetings

Projections for pension contracts.

Using O&M Profiler and Capita Research with criteria set by IFA

You will have worked previously for an independent financial adviser, as you will be familiar with the scope of the work required, and have at least 3 years experience in a similar role

Good product and technical knowledge of financial products, including life, pensions and investment policies

The use of Intelligent Office would be a distinct advantage and also the use of Wrap Platforms.

There is an attractive salary packing including 23 days holiday plus bank holidays, death in service of 3 x salary and pension.

Candidates should note there is no progression to para-planners in this role so please only those candidates should apply who are happy to continue in the IFA Administration role.

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