We are working with a highly successful and fully independent financial planning business with an excellent reputation within the industry. The organisation has built a strong name for the quality of its financial advice and its commitment to its people, creating a professional and supportive environment where employees are encouraged to develop and progress.
They are now looking to appoint an IFA Administrator to join their growing team. This is an excellent opportunity for someone with financial planning experience who is looking to develop their career within an established IFA environment and work alongside a highly experienced team of Financial Planners and support professionals.
The role
As an IFA Administrator, you will play an important role in supporting Financial Planners and ensuring the smooth delivery of an excellent service to clients.
Your responsibilities will include:
- Providing day-to-day administrative support to Financial Planners and the wider team
- Supporting the smooth delivery of financial planning services to clients
- Assisting with client onboarding and ongoing client administration
- Preparing and processing client documentation and correspondence
- Liaising with clients, providers and other professional contacts
- Processing new business and assisting with ongoing policy and investment administration
- Maintaining accurate and up-to-date client records
- Supporting Financial Planners throughout the client journey
- Managing multiple priorities while maintaining a high level of accuracy and attention to detail
Who we are looking for
Previous experience within financial services is essential, ideally within an IFA or financial planning environment.
We would also consider candidates with relevant experience across pensions, investments, platforms, banking or other areas of financial services who are looking to move into an IFA administration role.
We are looking for someone who is organised, proactive and client-focused, with strong communication skills and excellent attention to detail. You will need to be comfortable managing multiple priorities, working to deadlines and collaborating closely with Financial Planners and colleagues across the business.
This is a great opportunity for an experienced IFA Administrator or someone with a strong financial services administration background who is looking to take the next step in their career.
What’s on offer
- Basic salary up to £35,000
- Discretionary bonus
- Hybrid working – 3 days in the office and 2 days from home
- Excellent company benefits
- Ongoing training and professional development
- The opportunity to work alongside an experienced and successful financial planning team
- Genuine opportunities for career development and progression
This is an excellent opportunity to join a successful and established independent financial planning organisation that places a strong emphasis on quality, professionalism and its people.
If you have financial services or IFA administration experience and are looking for a role where you can develop your skills and build a long-term career within financial planning, we would be very interested in hearing from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
