Wealth Planning / IFA Administrator

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Title: Wealth Planning / IFA Administrator Primarily based: Lickey, Birmingham outskirts Wage – 23,000 – 26,000 Job Abstract: In case you are a Wealth Planning / IFA Administrator searching for your subsequent problem, we’ve got an thrilling alternative for you. Our shopper, a boutique unbiased wealth planning firm with a crew of 15, is on the lookout for a proactive administrator to affix their crew as their Shopper Evaluate Administrator. As an administrator, you’ll play an important position in making certain the sleek working of their shopper evaluate course of, supporting 2 Advisers with 400 purchasers between them Duties: Actively take part within the shopper annual evaluate course of Collect and correlate plan/coverage info, produce valuations, and talk with product suppliers to assemble valuations Keep shopper information and course of annual evaluate reviews and new enterprise processing utilizing their back-office system IO Develop information of economic merchandise, together with each particular person and employer pension information, investments, and safety merchandise Necessities: Minimal 6 months Wealth Planning / IFA Administrator expertise Glorious consideration to element and organizational abilities Proficient in utilizing back-office techniques and on-line portals Sturdy interpersonal and communication skills Broad information of economic merchandise, together with particular person and employer pension information, investments, and safety merchandise Extra Info: Working hours: 9am-5pm – workplace based mostly Wage as much as 26,000 Bonus scheme obtainable on completion of high quality checks Extra bonus for every examination handed For extra details about the position and observe, please apply.
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