IFA Administrator

Recruiter
IDEX Consulting Ltd
Location
Birmingham
Salary
£26000 - £30000/annum Benefits + bonus
Posted
12 Apr 2018
Closes
19 Apr 2018
Contract Type
Full Time
We are seeking a highly professional and experienced IFA Administrator to join a very prestigious chartered, IFA firm in Sutton Coldfield.

The company

My client is a chartered IFA firm, based in the scenic location of Sutton Coldfield. They provide high quality, expert, independent advice to their clients, which include high networth and ultra high networth individuals.

Role

My client is looking for an experienced IFA Administrator to provide a market leading service in a customer focused, efficient, compliant and cost-effective environment.

Responsibilities

* Research and gather policy information
* Prepare, send and chase new business applications
* Liaise daily with clients and product providers
* Prepare a variety of reports, summaries and valuations

To be successful you will need

* The requisite knowledge for the role being undertaken
* Similar experience of supporting Advisers in an office admin support role
* To be able to work on own initiative with great attention to detail
* To be motivated by working in a fast-paced environment
* Excellent communication skills and be a confident relationship builder
* Strong organisational skills and be able to plan and prioritise a busy work load
* Continuously develop knowledge of industry based systems
* Manage high workload and meet challenging deadlines

If successful, you will benefit from

* A salary of up to £30,000 (dependent on experience) + bonuses
* Death in service, 4x salary
* Generous annual leave + Christmas break and day off on your birthday!
* Taking pride in working for an organisation that is ‘best in class’

This is an excellent opportunity to progress your career and broaden your knowledge, by working with the ‘best in class’; being part of only 5% of all firms in the UK who are chartered. If you match my client’s requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful