Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | NJR Recruitment | |
| Reference: | 3085442700 | |
| Type: | Permanent | |
| Salary: | £28,000 - £30,000 Annual | |
| Location: | Bromsgrove, Worcestershire | |
| Description: | Senior IFA Administrator Bromsgrove Salary up to £30,000 Annual bonus Study support NJR Recruitment is currently working with a well-established and growing independent firm of Financial Planners based in Birmingham are. Due to continued year-on-year growth, they are now looking to appoint a Senior IFA Administrator to provide dedicated support to the Company Director. This is an excellent opportunity to join a dynamic, professional, and forward-thinking firm that genuinely values its people. You'll benefit from a competitive salary, market-leading benefits, and a clear, structured career path within a highly respected Wealth Management business. The Role You will play a key role in ensuring the smooth administration of client cases from outset to completion, supporting both the Director and wider team. Key responsibilities will include: " Setting up new clients on the internal client database " Preparing and issuing new client welcome packs " Checking Fact Finds are fully completed and compliant " Inputting Fact Find and policy details accurately " Preparing and sending authority letters for client signature " Managing AML checks and ensuring records remain up to date " Obtaining illustrations, application forms, Key Features and supporting documentation " Submitting new business to providers (online and paper-based) " Tracking new and existing business and updating relevant stakeholders " Preparing documentation for client review meetings " Updating cashflow models ahead of review meetings " Maintaining accurate workflows, activity logs, and case notes About You To be successful in this role, you will have: " Previous experience within Financial Services / Wealth Management " Strong working knowledge of Microsoft Excel, Word, and Outlook " Excellent communication and organisational skills " A proactive, can-do attitude with strong attention to detail " The ability to thrive in a fast-paced, professional environment This role would suit an ambitious individual looking for a long-term career within Wealth Management, with the opportunity to grow and develop alongside a successful firm. Reference: NJR16469 | |