We are working with a well-respected, Chartered Financial Planning and fully independent financial planning practice based in Trowbridge. They are seeking a proactive and organised IFA Administrator to join their friendly and professional team.
About the Client:
Our client is a Chartered Financial Planning and fully independent financial planning practice, dedicated to providing expert advice and personalised financial solutions. They pride themselves on building long-term relationships with clients and maintaining the highest standards of professionalism.
The Role:
The IFA Administrator will provide essential support to the financial advisers and the wider team, ensuring the smooth running of day-to-day operations. Key responsibilities include managing client communications, preparing documentation, maintaining accurate records, and assisting with compliance and administrative tasks.
Key Responsibilities:
- Provide administrative support to financial advisers and the wider team
- Manage client communications via letters, emails, and telephone
- Prepare and process financial planning documents and reports
- Maintain accurate client records and assist with regulatory compliance
- Schedule meetings and manage advisers’ diaries
- Support the onboarding of new clients
- Assist with ad-hoc administrative projects
Requirements:
- Previous experience in financial services administration preferred, but full training will be provided
- Excellent organisational skills with strong attention to detail
- Clear written and verbal communication skills
- Ability to work independently and collaboratively
- Proficiency in Microsoft Office, especially Word and Excel
- Professional and client-focused approach, with a willingness to learn
What’s on offer:
- A supportive, professional working environment within a Chartered Financial Planning practice
- Opportunities for training and career development
- Competitive salary and benefits package
- Friendly, collaborative team culture
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
