IFA Administrator

IFA Administrator BromsgroveFull-Time Permanent Office-BasedSalary: £28,000 - £30,000 per annum (depending on experience)Quarterly bonus schemeAn established and growing independent financial planning firm is looking to recruit an experienced IFA Administrator to join its busy and supportive team.This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard.If you''re organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we''d love to hear from you.Key ResponsibilitiesManaging new business cases from initial onboarding through to completion.Liaising with clients and product providers, delivering a professional and efficient service.Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received.Handling inbound and outbound telephone and email enquiries.Preparing quotations, valuations and supporting documentation for client meetings.Processing new business applications and submitting documentation to providers.Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues.Maintaining accurate client records within ..... full job details .....