Type of Position: Financial Administrator / Client Services - Birmingham
Pay: £25k - £30k
Financial Administrator / Client Services - Birmingham
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 professionally and courteously.
* Conduct product and market research.
* Maintain all supporting documentation as per company procedures.
* Uphold the firm's performance standards.
* Maintain and record CPD accurately.
* Process new online applications, top-ups, and paper-based applications for life, investment, platform, and pension products, ensuring compliance and completion of plans.
* Keep trackers/spreadsheets updated as required by the Client Services Manager.
* Manage comprehensive IO activities for each business piece, including new business, top-ups, and policy variations like DFM/Model changes and Fund Switches.
* Add fees, payaways, and splits entries to IO.
* Understand Adviser Bandings and Introducers/Payaways.
* Oversee management of Annual Reviews and Portfolio Reviews, ensuring timely delivery and action.
* Assist with preparing ARs & PRs in overflow situations.
* Check Portfolio Reports prepared by the Review Team.
* Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers via telephone, email, fax, and letter.
* Handle complex administration inquiries as directed.
* Provide training and mentoring to CSEs and apprentices as directed.
* Oversee and approve Platform withdrawals, fund switches, and transactions.
* Produce standard and ad-hoc letters in response to queries.
* Obtain quotations for life, investment, and pension products using research tools.
* Present quotations to advisers with relevant data and documents.
* Understand the IO back-office system's role in the business.
* Have a good working knowledge of EIM platforms, including cash balance maintenance.
* Ensure all files are compliant and maintain necessary documents.
* Handle Group Scheme Renewals and Auto Enrolment schemes, including invitations, take-up, and ongoing support.
* Administer platform and non-platform investment and pension products, including SIPPs and SSASs.
Knowledge and Experience:
* Relevant knowledge for the role.
* Maintain basic administration, technical knowledge, and qualifications.
* Mentor junior team members.
* Detailed understanding of the firm's administration and client service requirements.
* Knowledge of providing compliant advice as per the firm's policies.
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