Heat Recruitment
Location
Sutton Coldfield, West Midlands | United Kingdom
Job description
Job Title: Financial Planning Administrator
Location: Sutton Coldfield, West Midlands
Salary: £25,000 - £30,000 dependent on experience plus an impressive benefits package
Benefits
The Company: A well-respected and long-standing Independent Financial Planning firm is seeking an experienced Administrator to join their small, close-knit team. This firm provides comprehensive advice across all aspects of personal finance, including Pensions, Investments, Protection, and Inheritance Tax. They take pride in their collective knowledge and unwavering commitment to delivering exceptional customer service.
The Role: This exciting position is centred around providing vital support to the financial advisers, enabling them to deliver a first-class service. Your key responsibilities will involve the prompt generation of compliant and accurate supporting documents and valuations. This role is ideal for an experienced administrator who thrives in a fast-paced, collaborative environment. Key responsibilities include obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and engaging with clients.
The Required Skills:
Experience: Proven experience of working within an Independent Financial Advisor (IFA) firm in an administrative capacity, providing invaluable support to financial advisers.
Qualifications: Possession of CF1, R01, or equivalent qualifications is highly desirable.
Communication: A personable and confident professional who excels in client and colleague interactions, both over the phone and in face-to-face meetings.
Software Proficiency: Proficient in using Intelligent Office and Microsoft Office suite for efficient task management.
If you're seeking an exciting opportunity to make a significant contribution to a respected IFA firm, working in a collaborative and fast-paced environment, we encourage you to apply. In return, we offer a competitive salary, a range of benefits, and the chance to work with a highly knowledgeable and customer-focused team.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
Job tags
Salary
£30k per annum
