IFA Administrator - NJR Recruitment : Job Details

IFA ADMIN

Edgbaston Based

£25,000 - £27,000 DOE

Hybrid Working (3 days WFH)

Discretionary Bonus

Early Finish Fridays

NJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgbaston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment, and protection advice. Our client wants to appoint an experienced Paraplanner to join their well-established team. The successful candidate will support the advisers and help deliver quality advice to clients.

Required:

• Literacy, numeracy and attention to detail are crucial for this role

• Excellent organisational skills, prepared to work as part of a team and independently

• Hard-working, friendly, easy going, and open to ideas

• Prepared to listen, learn and improve skills

• Updating data on our IT systems

• Create and maintain filing systems/client files (all on-line)

• Emailing / phoning insurance companies to request up to date plan information and updates

• Access provider portals

• Sending and chasing letters of authority

• Verification of identity checks

• Assist in preparing for client meetings

• Produce reports from back-office systems and provider systems

• Taking meeting minutes

• General administration

The role will also include some receptionist duties such as:

• Answering the phones

• Preparing boardroom for meetings

• Greeting and looking after visitors, including clients

• Sorting and distributing the post in the morning

• Organising and sending out the post at the end of the day - some trips to the post office

• Booking team meeting venue / sorting lunch orders