Senior IFA Administrator
Birmingham Area
Salary up to 30,000
Free Parking, annual bonus AND study support
NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator.
Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path.
The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of;
1. New Client input into Client Database
2. Creating New client packs
3. Check Fact Find fully completed
4. Input Fact Find details into Client Database
5. Prepare & send off authority letters and send to client for signature
6. Input policy details of existing plans once received from providers
7. Add Activity entries/workflows
8. Check all Anti Money Laundering information is current and relevant checks have taken place
9. Check Fact Find/Cl...