NJR are currently working alongside a well-established Independent firm of Financial Planners who now have an exciting opportunity for a talented IFA Administrator to join their team based in their offices in the Birmingham area. This role will be working on a 1:1 basis for a Director / Financial Planner.
Our client are extremely dynamic and provide an environment for career motivated people to thrive. The successful Candidate you will benefit from competitive basic salary, and market benefits along with a structured career path.
Daily duties will consist of;
New Client input into Client Database
Creating New client packs
Check Fact Find fully completed
Input Fact Find details into Client Database
Prepare & send off authority letters and send to client for signature
Input policy details of existing plans once received from providers
Add Activity entries/workflows
Check all Anti Money Laundering information is current and relevant checks have taken place
Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
New Business Submission
Submit new business to provider or submit applications on line
Enter details of case into Client Database
Track new business and current position, updating Planner/Para planner accordingly
Ensure all new business has been checked and been signed off (if required)
Prepare for Client Review
Update cashflow models in preparation for review meetings
The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills.
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.
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