Talent.com
Bell Cornwall Recruitment
IFA AdministratorBell Cornwall Recruitment • Sutton Coldfield, ENG, GB
IFA Administrator

IFA Administrator

Bell Cornwall Recruitment • Sutton Coldfield, ENG, GB
25 days ago
Job type
  • Part-time
Job description

Job Description

PART TIME IFA Administrator (c.25-30 hours per week)

\n

Sutton Coldfield (Office based)

\n

£28,000 to 35,000 depending on experience

\n

\n

Bell Cornwall Recruitment are currently searching for an experienced part time IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield.

\n

The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.

\n

The help with range of different 'products' from Pensions, Investments, Protection and more.

\n

What we're looking for

\n

This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.

\n

You'll have:

\n
    \n
  • Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
  • \n
  • Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
  • \n
  • A good understanding of pensions, investments, ISAs and protection products.
  • \n
  • Excellent organisational skills and exceptional attention to detail.
  • \n
  • Strong communication and customer service skills.
  • \n
\n

What you'll be doing

\n

Your responsibilities will include:

\n
    \n
  • Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
  • \n
  • Managing advisers' diaries and arranging client meetings.
  • \n
  • Preparing client meeting packs, valuations and review documentation.
  • \n
  • Processing new business for pensions, investments, ISAs and protection policies.
  • \n
  • Submitting applications and ensuring all documentation is accurate and compliant.
  • \n
  • Monitoring applications through to completion and keeping clients and advisers updated on progress.
  • \n
  • Using provider platforms to obtain valuations, process transactions, request information and service existing business.
  • \n
  • Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
  • \n
  • Preparing paperwork for annual reviews and ongoing client servicing.
  • \n
\n

\n

If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now!

\n

INDLP

\n

Interested? Please click the 'APPLY' button now!

\n

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

\n

BELL CORNWALL RECRUITMENT

\n

\n

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

\n

Love Work Be Happy

\n

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

\n

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

\n

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Create a job alert for this search

IFA Administrator • Sutton Coldfield, ENG, GB

Similar jobs

Estimator

Auxo TalentEtwall, ENG, GB
Full-time +1

Estimator and Customer Service Support.Can be flexible with start and finish times.Auxo Engineering are currently recruiting an Estimator and Customer Service Support Advisor to be the primary poin... Show more

 • Promoted

Financial Controller

Vistry GroupEtwall, ENG, GB
Full-time

We have an exciting opportunity for a Financial Controller to join our team within Vistry North Midlands, at our Castle Donington office.Finance Director and are responsible for the production of w... Show more

 • Promoted

Senior Accountant

Bennett and Game Recruitment LTDEtwall, ENG, GB
Full-time +1

Package: £35,000- £50,000, Hybrid working, Flexible/Part time options, excellent holiday allowance and healthcare schemes.Working Hours: Full-time, Monday - Friday (Part-time and flexib... Show more

 • Promoted

Sales Coordinator

INSTARMAC GROUPB78 1SE, ENG, GB
Full-time

Monday to Friday - 9:00am 5:30pm - On-site.Performance Profit Related Bonus (PPRP) target of 8% annually.Private medical & dental cover.Life Assurance & Income Protection.Free use of holida... Show more

 • Promoted

111 Tactical Planning Analyst

DHU HealthcareOsmaston, ENG, GB
Full-time

NHS 111 Tactical Planning AnalystShape the plan that keeps patient care running smoothly, every day.Join our NHS 111 service as a Tactical Planning Analyst, playing a key role in workforce planning... Show more

 • Promoted • New!

Senior IFA Administrator

RGH-Global LtdCoventry, England, GB
Full-time +1

This is an excellent opportunity for an experienced.Chartered Financial Planning firm known for delivering quality, client-focused advice.As part of a dedicated support team of Paraplanners and IFA... Show more

 • Promoted

HR Administrator Starter Course (Coventry)

ITonlinelearning RecruitmentCoventry, ENG, GB
Part-time

HR Course Programme – Job Guarantee Included.Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills,... Show more

 • Promoted

Fabric Technician

Integral UK LtdEtwall, ENG, GB
Full-time

JLL empowers you to shape a brighter way.Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.We are... Show more

 • Promoted

Strategic Finance Director - Manufacturing Leader

Hozelock (UK)Sutton Coldfield, England, United Kingdom
Full-time

Hozelock is seeking an experienced Finance Director to join our UK senior leadership team.This pivotal role combines strategic financial direction with Company Secretary duties to ensure robust gov... Show more

 • Promoted

Senior FPGA Design Engineer

Sanderson Government and DefenceEtwall, ENG, GB
Full-time

The suitable applicant will meet the following minimum requirements:.A thorough understanding of FPGA concepts and hardware design.Proficiency in VHDL design toolsets and verification suites.Experi... Show more

 • Promoted

Family Practitioner

Family AssessmentMatlock, ENG, GB
Full-time

Show more

 • Promoted

Residential Team Leader

Para GroupEtwall, ENG, GB
Full-time +1

Residential Children's Home in.Full-time, Permanent (40 hours/week).Sleep-in Rate:£65 per sleep-in (included in total salary package).Empowering Futures, Nurturing Potential".This is... Show more

 • Promoted

Technical Administrator

Kingscroft Professional ResourcesAshbourne, ENG, GB
Full-time

Are you a Technical Administrator , Documents Controller or Production Admin looking for a new role Are you a happy liaising with Production and NPD Teams to control technical data and project docu... Show more

 • Promoted

Administrative Assistant Admin Work From Home - Part-Time Focus Group Panelists

ApexFocusGroupSutton Coldfield, West Midlands, GB
Remote
Full-time +3

Now accepting applicants for Focus Group studies.Earn up to £700 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Show more

 • Promoted

Interim Finance Improvement Lead

Opus People Solutions LtdWest Midlands, England, United Kingdom
Temporary

A local authority in the Midlands is urgently seeking an experienced Interim Director of Financial Improvement to conduct a thorough financial assessment.The role involves leading cross-directorate... Show more

 • Promoted

Teaching Assistant

Enlightenment EducationEtwall, ENG, GB
Full-time

Long-Term SEND TA's (Derby City) Rewarding, Consistent Work.SEND Teaching Assistant Derby City.Challenging but rewarding | Long-term | Full-time.Derby City SEND and SEMH provisions. Show more

 • Promoted

Business Services Assistant

Essential EmploymentMatlock, ENG, GB
Temporary

Business Services Assistant needed in MatlockThis is a temporary contract initially paying £14.PAYEThe reference number is: 5300341The successful candidate will focus on providing administrat... Show more

 • Promoted

Assistant Financial Controller

Vectis Recruitment LimitedEtwall, ENG, GB
Full-time

A sector leading manufacturing group have retained Vectis Recruitment to manage the appointment of a Deputy Financial Controller to join the team.Offering a defined career development opportunity, ... Show more

 • Promoted

Sales Engineer

APEX APPOINT LTDEtwall, ENG, GB
Full-time

This is an excellent opportunity to build a long-term career in technical sales, working alongside an experienced commercial team with structured mentoring, overseas product training and genuine pr... Show more

 • Promoted

Interim Finance Director

Alexander Daniels Finance RecruitmentBurton upon Trent, England, United Kingdom
Temporary

A prestigious organisation based in Derbyshire is seeking an experienced.This is a high‑profile assignment requiring a seasoned interim who can operate confidently at both strategic and operational... Show more