At a Glance
- Tasks: Manage new business cases and deliver exceptional client service.
- Company: Established financial planning firm with a supportive team culture.
- Benefits: Competitive salary, quarterly bonuses, and career development opportunities.
- Other info: Dynamic role with a focus on professional growth and teamwork.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: Experience in an IFA environment and strong organisational skills.
The predicted salary is between 28000 - 30000 £ per year.
GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are 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 Responsibilities
- Managing 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.
- Preparing quotations, valuations and supporting documentation for client meetings.
- Processing new business applications and submitting documentation to providers.
- Proactively chasing providers to ensure timely processing of applications.
IFA Administrator employer: GMP Recruitment Agency Ltd
GMP Worldwide is an exceptional employer located in Bromsgrove, offering a supportive work culture that prioritises employee development and client satisfaction. With competitive salaries, a quarterly bonus scheme, and a commitment to investing in your career growth, this independent financial planning firm provides a rewarding environment for IFA Administrators looking to thrive in their profession.
Contact Details:
GMP Recruitment Agency Ltd Recruitment Team
