Location: Shirley, Solihull B90
£27,000 - £32,000 dependent on experience ( + Free parking )
My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice.
We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor.
As an IFA Administrator you will be:
Coordinating planner diaries and client meetings
Preparing comprehensive meeting documentation
Processing new business applications and liaising with providers
Producing illustrations, valuations and transfer documentation
Maintaining accurate records across back-office systems
Proactive client communication to progress cases efficiently
Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis
We are seeking someone with::
Previous administration experience working for an IFA
Knowledge of Investment, Pension and Life Assurance processing
Possess strong organisational skills and excellent IT skills
Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?
If you are already registered with PLUM PERSONNEL, please contact Julie directly to discuss this role. Thank you.
Plum Personnel is a well-established and independent agency based in the heart of Solihull. We are totally committed to customer service and the principles of diversity in the workplace. Your application will be carefully considered and we will advise you within 48-hours if your application closely matches the client's specification
Salary description
£27000.00 - £32000.00 per year