IFA Administrator

IFA Administrator


Birmingham, West Midlands


£22,000 - £28,000 Per Year


Kind Consultancy is working with a growing Wealth Management firm which is currently seeking 2 IFA Administrators to join them in a full-time, permanent position paying up to £28,000, in their Birmingham offices.

The IFA Administrator position will focus on day to day administration relating to Life, Investment and Pensions, with key responsibilities including:

  • Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business
  • Maintaining all trackers and keeping spreadsheets up to date, as required by the Client Services Manager
  • Running comprehensive IO activities for each piece of business
  • Adding fees/ payaways /splits entries to IO
  • Overseeing management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
  • Assisting the Review Team with the preparation of AR’s & PR’s in overflow situations
  • Checking Portfolio Reports prepared by Review Team
  • Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
  • Preparing Platform withdrawals / fund switches / transactions for approval by Senior CSE or Client Services Manager
  • Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
  • 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

Our ideal candidate for the IFA Administrator opportunity:

  • Has past experience of administration work within Financial Services (having experience in an IFA firm would be beneficial)
  • Has good IT skills, is a confident user of Microsoft Office products and picks up new software and systems quickly
  • Is a clear communication in both writing and speech, with a professional telephone manner
  • Is a team-player with a positive attitude and a problem-solving approach to work
  • Having some existing knowledge of Financial Services, Insurance and/or Pensions would be beneficial

If you're interested in the IFA Administrator position, you live in or can commute to Birmingham, and you have the skills and experience we're looking for, please apply with an updated CV today.

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