Job Description
Job Description
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
Benefits for me?
As an IFA Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week after probation.
As an IFA Administrator, your responsibilities will include among others:
* To work closely with the aligned FPs/Investment Managers to deliver excellent client outcomes, build relationships and maintain regular contact.
* Onboarding clients/processing new business / preparation of meeting packs and valuations (as required)
* Completing application forms and paperwork - Invoices & Withdrawals
* Letters of authority / Client servicing/client queries
* Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
* Assist investment managers in the preparation of new business pitches and presentations
* Maintain back-office systems and client records in line with the company policies
Qualifications
To be successful in this role, you should have experience as follows:-
* Have prior experience or is currently working for an IFA in the Wealth management industry
* Be client facing, have experience of dealing with HNW clients and an ability to use judgement & reasoning to propose solutions to problems.
* Have experience in most of these financial products:- ISAs/Pensions/SIPPS/SSAS/Offshore bonds
* Have strong (verbal and written) communication skills with an ability to build relationships
* Possess the ability to fully plan workload and display excellent organisational skills
Additional Information
As a colleague, you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
* We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.