Bromsgrove
Full-Time, permanent, office-based
Salary: £28,000 - £30,000 per annum (depending on experience)
Quarterly bonus scheme
GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team.
This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard.
If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you.
Key Responsibilities
* Managing new business cases from initial onboarding through to completion.
* Liaising with clients and product providers, delivering a professional and efficient service.
* Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received.
* Preparing quotations, valuations and supporting documentation for client meetings.
* Processing new business applications and submitting documentation to providers.
* Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues.
* Maintaining accurate client records within the back-office system.
* Updating management information through accurate record keeping.
* Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements.
* Processing client instructions, including fund switches, withdrawals and other servicing requests.
* Producing reports and documentation for advisers and management.
* Supporting the continuous improvement of administrative processes and client service standards.
Essential experience needed:
* A minimum of 2 years' experience working within an IFA or financial planning environment.
* Excellent attention to detail and high levels of accuracy.
* A good understanding of confidentiality and data protection.
* Strong IT skills, including Microsoft Office and financial services back-office systems.
What's on Offer?
* Private medical insurance (after probation).
* Healthcare cash plan (after probation).
* Full study support, including:
* Professional examination fees paid.
* Qualification achievement bonuses.
* Paid time off for examinations.
* Ongoing coaching and mentoring.
* Excellent career progression opportunities.
GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency
Salary description
£28000.00 - £30000.00 per year