IFA Administrator

Job Location	Castle Vale
Education	Not Mentioned
Salary	£24,000 - £28,000 per annum, inc benefits
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and pridesitself on developing their internal talent.As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow. As such, your responsibilities will include:

Submitting cases for life, investment, platform and pension business
Maintaining up to date records for all trackers and spreadsheets
Utilizing Intelligent Office tools for new business, top ups, policy variations etc
Oversee management of annual reviews and portfolio reviews that are due
Assist the team with preparation of annual reviews and portfolio reviews
Liaising with clients, introducers, providers and other third parties

Client Services Executive Requirements

You should have 2+ years’ experience within Financial Services and have worked within an IFA practice
You should have experience using Intelligent Office and confident using MS Office
You should have experience of writing good reports

The CompanyThis independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisersservices over £500m FuM with desire to grow furtherClient Services Executive Benefits

Salary of £24,000 - £28,000 plus quarterly bonuses and annual bonuses
Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
Hybrid role with 2 days from home post probation
Working hours of Monday to Friday, 9am - 5pm
Free onsite parking
This company has previously organised team building events with overseas trips!

LocationCastle BromwichLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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