Administrator - IFA

Plum Personnel; Worcester; Hybrid; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Free parking

Job summary

Plum Personnel is recruiting an IFA Administrator for a brand new Wealth Management practice in Worcester. This full-time role runs 08:30–17:00, with part-time hours considered and hybrid working (1 day from home). Salary £28,500–£32,750 depending on experience, plus free parking.

You will coordinate planner diaries and client meetings, prepare meeting docs, process new business with providers, and maintain records across back-office systems while delivering proactive client service.

Qualifications

• Previous administration experience working for an IFA
• Knowledge of Investment, Pension and Life Assurance processing
• Possess strong organisational skills and excellent IT skills

Responsibilities

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently
• Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis

Job description

IFA Administrator - Full Time 08.30 – 5.00 (Part time hours also considered and hybrid working - 1 day from home)

Location: WORCESTER (10 mins walk from Foregate station)

£28,500 - £32,750 neg, dependent on experience ( + Free parking )

My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice.

We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor.

As an IFA Administrator you will be:

• Coordinating planner diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently
• Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis

We are seeking someone with::

• Previous administration experience working for an IFA
• Knowledge of Investment, Pension and Life Assurance processing
• Possess strong organisational skills and excellent IT skills

Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?