Job Description

Job description

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.

Key Responsibilities:

  • Processing new business applications across various providers and platforms
  • Preparing valuation reports and performance documentation ahead of client reviews
  • Producing review checklists and coordinating documentation for adviser meetings
  • Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
  • Running risk profiler results and supporting fund research using FE Analytics
  • Assisting in the preparation of fund switch reports...

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