IFA Administrator - Heat Recruitment : Job Details

IFA Administrator -Birmingham, UK

Salary: £25,000-£30,000 per annum (DOE)

We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.

Job Summary:They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our IFAs, ensuring the smooth operation of administrative processes, and maintaining excellent client relations. This position offers an exciting opportunity to work in a fast-paced environment with a focus on personal and professional development.

Key Responsibilities:

• Provide comprehensive administrative support to the IFAs, including managing client files, preparing documentation, and scheduling appointments.
• Handle client inquiries via phone, email, and in-person, ensuring prompt and professional responses.
• Maintain accurate records of client interactions and transactions in our CRM system.
• Assist in the preparation of financial reports, presentations, and other client-facing documents.
• Coordinate with external providers, such as insurance companies and investment firms, to gather necessary information and documentation.
• Monitor and manage the submission and progress of applications, ensuring timely follow-ups and updates to clients.
• Support the compliance team in ensuring all processes and documentation adhere to regulatory requirements.

Requirements:

• Previous experience in a financial services or similar administrative role.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Familiarity with CRM systems and financial software is an advantage.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• A proactive and flexible approach to work, with a willingness to learn and adapt.
• Strong interpersonal skills and the ability to build and maintain professional relationships with clients and colleagues.

Qualifications:

• Additional qualifications in business administration, finance, or related fields are advantageous.

Benefits:

• Competitive salary of £25,000 to £30,000 and performance-based bonuses.
• Comprehensive training and development opportunities.
• Generous holiday allowance.
• Pension scheme.
• Supportive and collaborative work environment.
• Opportunities for career progression within the company.