Job Description
IFA Administrator
An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team.
The Role
You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment.
Key responsibilities will include:
- Processing new business applications and managing cases through to completion
- Maintaining accurate client records and documentation
- Liaising with providers, clients and advisers to progress cases efficiently
- Supporting advisers with client preparation, quotations and documentation
- Managing ongoing servicing requests and policy administration
About You
- Minimum 1+ year experience within financial services administration
- Strong organisational skills with the ability to manage multiple cases simultaneously
- Excellent communication and client service skills
- Comfortable working in a high-volume, deadline-driven environment
Salary & Progression
- Salary up to £30,000 (Up to £32,000 for the right individual)
- Structured reviews:
- Annual salary review
Working Pattern
- Initial 2-3 weeks office-based onboarding
- Possible option for WFH on Fridays during initial period
- Thereafter: 3 days in the office / 2 days from home (flexible on which days)
Benefits
- 26 days holiday + bank holidays + birthday off
- Hybrid and flexible working
- Study support towards professional qualifications
- Pension + benefits package with 5% flexible allowance
- Supportive and collaborative working environment
If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move.
Synonyms
IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator
