A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team.
Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners – you will be a vital part of the team and ongoing advice process.
Key responsibilities will include:
- Providing day-to-day administrative support to Financial Planners
- Obtaining information from providers regarding clients’ existing financial arrangements
- Preparing client valuations and review packs ahead of meetings
- Processing new business and ensuring all documentation is correct
- Maintaining accurate client records on the back-office system
- Managing your own caseload of client work and tasks
- Handling client and provider correspondence
- Acting as a point of contact for client queries
- Ensuring all files meet FCA and compliance requirements
To be considered:
- Ideally at least 1 years’ experience within a financial planning/ifa environment
- Experience using Microsoft Office (Word, Excel and Outlook)
- Knowledge of financial services systems and processes
- An understanding of the financial planning advice process and FCA requirements
- Excellent organisational skills and attention to detail
- Strong written and verbal communication skills
The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working.
You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to).
If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
