An excellent opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning practice based in Bradford-on-Avon.
The business is an established financial planning practice that has experienced strong organic growth over the past year and has ambitious plans to continue expanding over the coming years. The firm has built its reputation through delivering high-quality, genuinely client-focused financial planning and has developed a strong client base through referrals and long-term relationships.
As the business continues to grow, they are looking to strengthen their support team with an experienced IFA Administrator who can play an important role in supporting the advisers and paraplanners while helping to maintain the high level of service the practice is known for.
The firm places real value on its people and is committed to creating a supportive environment where employees can develop their technical knowledge, take on additional responsibility and build a long-term career within the business.
The Role
As an experienced IFA Administrator, you will play a key role in supporting the firm's advisers and paraplanners, ensuring client work is progressed efficiently, accurately and to a high standard.
You'll become an integral part of the team, managing a varied workload and helping to deliver an excellent client experience from initial application through to ongoing servicing.
Your responsibilities will include:
- Processing new business across pensions, investments and protection, from initial submission through to completion
- Preparing client valuations, portfolio reports, review packs and other documentation for adviser meetings
- Liaising with providers and platforms to obtain information, chase outstanding requirements and progress cases
- Maintaining accurate and detailed client records on the firm's back-office system
- Handling client queries by telephone and email, providing a professional and personable service
- Supporting advisers and paraplanners with the day-to-day management of client cases
- Ensuring client files and administrative processes meet FCA and internal compliance requirements
- Assisting with general team and office administration where required
About You
We're looking for an experienced IFA Administrator, Financial Planning Administrator or Client Services professional with previous experience within an IFA, financial planning or wealth management environment.
You'll ideally have a good working knowledge of pensions, investments and protection and be comfortable dealing with providers, platforms, advisers and clients.
The successful candidate will be highly organised, commercially aware and attentive to detail. You'll take pride in producing accurate work and will be someone who naturally takes ownership of your responsibilities and follows tasks through to completion.
You'll also be a confident and professional communicator, comfortable building relationships with clients and working closely with advisers and paraplanners.
Experience using financial planning, back-office or platform systems would be beneficial, alongside a good level of general IT literacy.
The Opportunity
This is an excellent opportunity to join a growing financial planning practice at an exciting stage of its development. Having grown organically over the past year, the business has ambitious plans for further growth and is looking to build a strong team around its advisers.
You'll be joining a professional and supportive environment where your contribution will genuinely be valued, working alongside experienced advisers and paraplanners while having the opportunity to broaden your technical knowledge and develop your career.
For an experienced IFA Administrator looking to join a quality financial planning practice with ambitious growth plans and a long-term approach to its people, this represents an excellent career opportunity.
Salary: up to £38,000
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
