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Financial Planning Administrator

Direct Response Employment Services

Trowbridge

On-site

GBP 25,000 - 30,000

Full time

22 days ago

Job summary

A leading wealth management company is seeking an IFA Technical Administrator to provide vital administrative support. The successful candidate will assist in client interactions and maintain records, while contributing to process improvements. This is a permanent office-based role in Trowbridge, offering a competitive salary and benefits including bonus and ongoing training.

Benefits

23 days holiday plus bank holiday
Group Life Cover
Group income protection
Wellness programmes
Paid Sick leave
Ongoing support and training

Qualifications

  • Experience in a financial planning practice.
  • Excellent communication and organisation skills.
  • Strong IT skills, including proficiency in Excel.

Responsibilities

  • Provide comprehensive administrative support to the financial planning team.
  • Assist in preparing documentation for client meetings.
  • Maintain and update client records and financial databases.

Skills

Communication
Organisation
IT Skills
Excel

Education

RO1, CF1, FA1 or equivalent

Job description

Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.

Key Duties:

  • Provide comprehensive administrative support to the financial planning team.
  • Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
  • Maintain and update client records and financial databases efficiently.
  • Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
  • Contribute to continuous improvement projects aimed at enhancing company processes and services.

What we are looking for:

We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.

On Offer:

  • Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
  • 23 days holiday plus bank holiday, increasing with length on service.
  • Group Life Cover
  • Group income protection
  • Wellness programmes
  • Paid Sick leave
  • Ongoing support and training

Please note this role is fully office based with no remote working.

If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.

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