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Technical IFA Support / IFA Administration Manager, Bromsgrove, West Midlands
- UK - Hereford & Worcester - Bromsgrove, West Midlands
- Up to £30,000 DOE
- Full-Time Permanent
- Accountancy - IFA
- Web Recruit
- 10-08-10
Job Description
Technical IFA Support / IFA Administration Manager
Bromsgrove, West Midlands
Up to £30,000 DOE
As the personal finance company with a difference, our client works with both business owners and entrepreneurs across the UK. An opportunity has now arisen for a Technical IFA Support / IFA Administration Manager to join their team.
This role would suit someone with self invested pension plan experience and a background in financial services.
As a Technical IFA Support / IFA Administration Manager, you will be responsible for overseeing the business administration department and its personnel. This will include ensuring efficient processes are adhered to in order to prepare and administer new business, quickly and accurately.
You will be tasked with:
- Issuing commissioning invoices and chasing commissions and fees
- Producing management reports
- Liaising with the compliance officer, staff and clients
- Inputting and overseeing the client data system
- Constantly maintaining business relationships with external agencies and providers
To be considered for the role of Technical IFA Support / IFA Administration Manager, you must have:
- Experience of processing and administering self invested pension schemes
- Experience in the IFA or financial services field
To apply for the role of Technical IFA Support / IFA Administration Manager, please simply send your CV and a covering letter via the button shown. If your skills and experience meet with any of our client's requirements and/or needs, we will provide our clients with your full details so that they can consider whether you may be suitable for the vacancy advertised. Your details, as submitted by you, will only be used in conjunction with this vacancy. By submitting your CV and cover letter to us, you give express consent to us using your details for this purpose.
Additional Keywords: Technical IFA Support, IFA Administration Manager, IFA, IFA Administration Team Leader, IFA Administrator, IFA Administrator Supervisor, Independent Financial Advisor.
This vacancy is being advertised by Web Recruit Ltd. The services advertised by Web Recruit Ltd are those of an Employment Agency.
- Candidate Services
- ASPTIS0609/KE
