Annual Review Administrator (IFA)
other jobs NJR Recruitment
Added before 20 hours
- England,West Midlands,Worcestershire,Bromsgrove
- Full Time, Permanent
- £25,000 - £27,000 per annum
Job Description:
Full job descriptionAnnual Review Administrator (IFA)
Location: Bromsgrove
Salary: £27,000
Benefits: Annual Bonus, Free Parking & Study Support
NJR Recruitment is working in partnership with a well-established and growing Independent Financial Planning firm that is looking to recruit an IFA Review Administrator to join their growing organisation.
To be considered for this opportunity you will need to have experience of working within the Financial Planning industry,
You will be working as part of the Review team, you will play an important role in supporting Financial Planners and Paraplanners, ensuring client reviews and new business processes are managed efficiently and accurately.
This is an excellent opportunity to join a progressive business that offers a supportive working environment, structured career development, and the opportunity to build a long-term career within financial services.
What’s on Offer?
*Salary up to £27,000
*Annual bonus.
*Free on-site parking.
*Study support and professional development.
*A supportive and established team environment.
*Excellent opportunities for career progression.
Key Responsibilities
*Set up new client records and maintain accurate client information.
*Prepare new client packs and ensure all fact finds and supporting documentation are complete.
*Arrange and issue Letters of Authority and liaise with providers to obtain policy information.
*Ensure client agreements, engagement letters and AML documentation are fully completed and up to date.
*Obtain illustrations, application forms, key features documents and other supporting information.
*Process and submit new business applications to providers and platforms.
*Monitor application progress and keep Financial Planners and Paraplanners updated.
*Maintain accurate case records, workflows and activity updates.
*Prepare client files ahead of review meetings, including updating cashflow models.
*Ensure all new business is accurately checked and signed off where required.
About You
*Previous experience within an IFA or Financial Planning environment is essential.
*Experience working within an administration or client review team would be advantageous.
*Good knowledge of financial services administration and provider processes.
*Confident using Microsoft Word, Excel and Outlook.
*Excellent communication and organisational skills.
*Strong attention to detail and the ability to manage competing priorities.
*A proactive approach with a genuine interest in developing a career within financial services.
If you’re an experienced IFA Administrator looking to join a growing financial planning business where you can develop your skills and progress your career, we’d love to hear from you.
Apply today through NJR Recruitment, quoting reference NJR100037
Location: Bromsgrove
Salary: £27,000
Benefits: Annual Bonus, Free Parking & Study Support
NJR Recruitment is working in partnership with a well-established and growing Independent Financial Planning firm that is looking to recruit an IFA Review Administrator to join their growing organisation.
To be considered for this opportunity you will need to have experience of working within the Financial Planning industry,
You will be working as part of the Review team, you will play an important role in supporting Financial Planners and Paraplanners, ensuring client reviews and new business processes are managed efficiently and accurately.
This is an excellent opportunity to join a progressive business that offers a supportive working environment, structured career development, and the opportunity to build a long-term career within financial services.
What’s on Offer?
*Salary up to £27,000
*Annual bonus.
*Free on-site parking.
*Study support and professional development.
*A supportive and established team environment.
*Excellent opportunities for career progression.
Key Responsibilities
*Set up new client records and maintain accurate client information.
*Prepare new client packs and ensure all fact finds and supporting documentation are complete.
*Arrange and issue Letters of Authority and liaise with providers to obtain policy information.
*Ensure client agreements, engagement letters and AML documentation are fully completed and up to date.
*Obtain illustrations, application forms, key features documents and other supporting information.
*Process and submit new business applications to providers and platforms.
*Monitor application progress and keep Financial Planners and Paraplanners updated.
*Maintain accurate case records, workflows and activity updates.
*Prepare client files ahead of review meetings, including updating cashflow models.
*Ensure all new business is accurately checked and signed off where required.
About You
*Previous experience within an IFA or Financial Planning environment is essential.
*Experience working within an administration or client review team would be advantageous.
*Good knowledge of financial services administration and provider processes.
*Confident using Microsoft Word, Excel and Outlook.
*Excellent communication and organisational skills.
*Strong attention to detail and the ability to manage competing priorities.
*A proactive approach with a genuine interest in developing a career within financial services.
If you’re an experienced IFA Administrator looking to join a growing financial planning business where you can develop your skills and progress your career, we’d love to hear from you.
Apply today through NJR Recruitment, quoting reference NJR100037
Job number 4328936
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