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Corporate IFA Administrator

Location: CASTLE BROMWICH, WEST MIDLANDS Salary: 20000 - 25000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 6 days ago Reference: 3077907
Do you want to be part of one of the fastest growing IFA firms in the country?

Due to expansion, my client are seeking a Holistic IFA Administrator to work closely with the companies' Directors/Advisers. The company provide holistic financial advice to a number of HNW individuals and investors across a wide range of financial products. The company also work closely with a number of high calibre organisations such as Accountants, Investment firms, Property firms, Solicitors and other professional bodies in assisting their clients in the Financial Planning process. The firm deal with helping business owners to grow their businesses and in time help them sell or restructure their business at retirement for the best value.

You will be working as an integrated member of the firm. The responsibility will be to manage the portfolio of corporate schemes and provisions that we have with largely owner managed SME businesses. The portfolio is 3 dimensional.

It includes clients with both business and private financial planning needs and provisions. Asset management will include investment funds and property.  

You will be working closely with your team of IFAs who service the corporate portfolios, and will be encouraged to interact directly with clients.

Experience required:

You will be articulate, precise and thorough.

A good academic background. Experience in working with SME business is desirable – having extensive employee benefit experience is a plus.

You will have a solid financial services administration record – this is crucial.


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