IFA Administration Supervisor

  • Location

    Birmingham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £27000 - £35000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3155_1631635771

  • Published:

    7 days ago

  • Expiry date:

    2021-10-14

  • Consultant:

    David Everingham

IFA Administration Supervisor - Birmingham / Flexible working - Salary negotiable to £35K

MB Fitzgerald recruitment are currently working with a top 100 firm of IFA's to recruit a IFA Administration Supervisor.. Working alongside the Head of Administration, you will be heading up a team of experienced IFA Administrators who will be supporting the firm's Financial Adviser's in providing Advice to their clients.

The role:

  • Due to ongoing expansion over the past couple of years, the firm now requires an additional leadership member who will be heavily involved in the training & mentorship of the Administration team.
  • You'll also assist the Head of Administration with the running of 1:1's and team meetings and the monitoring of the team's work

In addition to supervisory responsibilities, other duties will include:

  • To assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
  • To undertake research with Exchange
  • To prepare and issue client review documents, including obtaining product specific information e.g. switch fees and funds available, fund OCFs, FE analytics work
  • Liaising with clients and third parties
  • Maintaining records and databases
  • Preparing letters
  • Generating investment valuations
  • Producing compliant illustrations and quotations
  • Completing forms (both paper-based and electronic)
  • Preparing review packs for client meetings
  • Assisting with the implementation of investment advice via electronic platforms

What we are looking for:

  • Ideally candidates will have a minimum of 5 years experience of working in Financial Services in an IFA Administration team.
  • You should be someone with sound Technical knowledge who has already been heavily involved in training and support for Administration Teams.
  • Those who have studied towards the Diploma Financial Planning will be preferred although full support will be provided for you to undertake all financial planning exams.

On offer

  • Generous salary of up to £35,000
  • Company benefits package
  • Flexible home working
  • This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career.