Finance Administrator within IFA

Gordon Yates Recruitment Consultancy; Bath; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Permanent opportunity

Training & development

Career progression

Salary growth potential

Company benefits

Friendly environment

Job summary

Gordon Yates Recruitment Consultancy is seeking a Finance Administrator for a permanent full-time role in Bath. The successful candidate will provide high-quality administration to Financial Advisers, maintain client records, and support the advice process.

Ideal candidates will have 1-2 years in IFA/Financial Planning, and have started or completed the CII diploma. Training and progression are highlighted in a supportive, professional environment.

Qualifications

• 1-2 years' recent experience within an IFA or Financial Planning environment
• Interest in developing a long-term career in Financial Services – evidenced in CV
• ideally started or completed CII diploma
• Excellent organisational, communication and interpersonal skills
• Strong literacy and numeracy with attention to detail

Responsibilities

• Manage and maintain accurate client records and documentation
• Prepare and submit applications in line with company procedures and compliance requirements
• Process Letters of Authority (LOAs), fund switches and valuation requests
• Liaise with product providers, advisers and clients, providing regular updates throughout the advice process
• Support the preparation of client review meetings and associated documentation
• Manage ongoing client review administration and processing follow-up actions
• Maintain workflow and task lists to ensure service standards are met
• Assist with reporting and month-end administration
• Attend team meetings and training to support professional development
• Develop technical knowledge with the opportunity to handle more complex cases after first year

Skills

Administrative skills

Attention to detail

Communication skills

Interpersonal skills

Numeracy

Literacy

Education

CII Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Finance Administrator within IFA
Bath

Permanent Full-time

Salary: £30,000-£32,000 per annum (Dependent on Experience)

(note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client)

1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV.

Are you an organised administrator looking to build a long-term career within Financial Services?

We are recruiting Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.

The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.

Key Responsibilities

• Managing and maintaining accurate client records and documentation
• Preparing and submitting applications in line with company procedures and compliance requirements
• Processing Letters of Authority (LOAs), fund switches and valuation requests
• Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
• Supporting the preparation of client review meetings and associated documentation
• Managing ongoing client review administration and processing follow-up actions
• Maintaining workflow and task lists to ensure service standards are met
• Assisting with reporting and month-end administration
• Attending team meetings and training to support your professional development
• Developing technical knowledge with the opportunity to handle more complex cases after your first year

About You

We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.

You’ll ideally have:

• 1-2 years' recent experience within an IFA or Financial Planning environment
• Previous Financial Services or Financial Planning experience advantageous
• An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
• Excellent organisational, communication and interpersonal skills
• Strong attention to detail with excellent literacy and numeracy skills
• Good working knowledge of Microsoft Word and Excel
• The ability to prioritise workloads and work accurately under pressure
• A positive, professional and confidential approach to your work

Knowledge of Intelligent Office would be beneficial but is not essential.

What's on Offer?

• Salary of £30,000-£32,000 DOE
• Permanent opportunity
• Excellent training and development
• Clear career progression within Financial Services
• Increased earning potential as your knowledge develops
• Company benefits package
• Friendly, collaborative and professional working environment

This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.