Financial Administrator / Client Services - Birmingham - #1775270

Type of Position: Financial Administrator / Client Services - Birmingham

Pay: £25k - £30k

Financial Administrator / Client Services - Birmingham Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team

Responsibilities:

Ensure all dealings with customers are carried out professionally and courteously

Conduct product and market research

Maintain all supporting documentation as per company procedures

Uphold the firm's performance standards

Maintain and record CPD accurately

Process new online applications, top-ups, and paper-based applications for life, investment, platform, and pension products, ensuring compliance and completion of plans

Keep trackers/spreadsheets updated as required by the Client Services Manager

Manage comprehensive IO activities for each business piece, including new business, top-ups, and policy variations like DFM/Model changes and Fund Switches

Add fees, payaways, and splits entries to IO

Understand Adviser Bandings and Introducers/Payaways

Oversee management of Annual Reviews and Portfolio Reviews, ensuring timely delivery and action

Assist with preparing ARs & PRs in overflow situations

Check Portfolio Reports prepared by the Review Team

Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers via telephone, email, fax, and letter

Handle complex administration inquiries as directed

Provide training and mentoring to CSEs and apprentices as directed

Oversee and approve Platform withdrawals, fund switches, and transactions

Produce standard and ad-hoc letters in response to queries

Obtain quotations for life, investment, and pension products using research tools

Present quotations to advisers with relevant data and documents

Understand the IO back-office system's role in the business

Have a good working knowledge of EIM platforms, including cash balance maintenance

Ensure all files are compliant and maintain necessary documents

Handle Group Scheme Renewals and Auto Enrolment schemes, including invitations, take-up, and ongoing support

Administer platform and non-platform investment and pension products, including SIPPs and SSASs

Knowledge and Experience:

Relevant knowledge for the role

Maintain basic administration, technical knowledge, and qualifications

Mentor junior team members

Detailed understanding of the firm's administration and client service requirements

Knowledge of providing compliant advice as per the firm's policies



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