IFA Administrator

We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.The RoleJoining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients;Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders;Ad hoc tasks• Maintain Continuous Professional Development (CPD) by attending seminars and completing exams• Complete Management Information (MI)• Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the ..... full job details .....