Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team. Responsibilities: Ensure all dealings with customers are carried out in a professional and courteous manner Undertake sufficient product and market research Ensure all supporting documentation is maintained as per company procedures Maintain all standards of performance as required by the firm Ensure relevant CPD is maintained and recorded accurately Submission of new online applications/ top-ups and processing of paper-based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents Maintain/ keep up to date all trackers/ spreadsheets as required by the Client Services Manager Running comprehensive IO activities for each piece of business whether it is new business, top-ups and any other policy variations for example Change of DFM/Model, Fund Switches Adding fees/ payaways /splits entries to IO Understand Adviser Bandings Understand Introducers / Payaways Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team Assist the Review Team with the preparation of ARs & PRs in overflow situations Check Portfolio Reports prepared by Review Team Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter Handle complex administration enquiries/ queries as directed by the Client Services Manager Provide training / mentoring to CSE’s and apprentice staff as directed by the Client Services Manager Oversee and sign off Platform withdrawals/ fund switches / transactions Producing ad-hoc (non-standard) and standard letters in response to customer/provider queries Raising invoices Obtaining life, investment and pension quotations using research tools Presenting quotations to advisers along with relevant data and documents required for the advice to be provided Have a comprehensive understanding of the IO back office system and how it is integral to our business Have a good working knowledge of EIM platforms and how they operate including the maintenance of cash balances Ensuring all files are compliant and prepare and maintain compliance documents Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper-based or online to include Renewal invitation and take up and on-going support throughout the year with member servicing, etc Provide ongoing administration of platform and non-platform-based investment and pension products, including Sipps and SSASs Knowledge and Experience: The requisite knowledge for the role being undertaken Be working to / maintaining basic administration, technical knowledge and qualifications for the job role Mentoring Junior members of Client Service Team Detailed knowledge and understanding of the firm’s administration and client service requirements Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures