Financial Services Administrator

Achieve Recruitment Ltd; Henley-in-Arden; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Work from home 1 day a week

Competitive salary

Career progression

Professional work environment

Job summary

Achieve Recruitment Ltd. seeks an Independent Financial Advisor Administrator to support Financial Advisors and ensure efficient client service. You will process new and existing business, handle client reviews, fund switches, and withdrawals with accuracy.

The role requires experience in financial services, strong IT skills, and a proactive, organized team approach. Training and career development are provided, with a hybrid work pattern and a focus on professionalism.

Qualifications

• Experience in financial services supporting an Independent Financial Advisor.
• Excellent interpersonal skills and high attention to detail.
• Strong IT proficiency (Word, Excel, Outlook). Familiarity with Intelliflo is beneficial; training provided.

Responsibilities

• Provide administrative support to Financial Advisors, adhering to FCA compliance and company standards.
• Manage client queries, request fund values, and prepare documentation with accuracy and professionalism.
• Liaise with product providers and third parties to gather required information and ensure smooth processes.
• Maintain meticulous records of all client communications in line with company policies.
• Collaborate with colleagues to ensure clients are supported, including during staff absences.

Skills

Interpersonal skills

Attention to detail

IT proficiency

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelliflo

Education

Financial planning qualifications (desirable)

Job description

Role: Independent Financial Advisor Administrator

Salary: up to £32,000 per annum

Location: Henley in Arden

Hours: Monday to Thursday 09:00 – 17:00 (1hr lunch break)
Friday 08:30 – 16:00 (30-minute lunch break)

Work from Home 1 day a week

Are you an experienced IFA Administrator looking to excel in a supportive and professional environment? Do you want to work for a company that values your expertise, encourages career development, and invests in your future? If so, we’d love to hear from you!

Our client

Our client is a progressive financial planning firm committed to delivering exceptional service to their clients while fostering a collaborative and positive work culture for their team. Their ethos centres on professionalism, integrity, and excellence.

The Role

As an IFA Administrator, you will play a pivotal role in supporting our Financial Advisors and ensuring that our clients receive an efficient and professional service. Your responsibilities will range from processing new and existing business to handling client reviews, fund switches, and plan withdrawals. You’ll be instrumental in upholding the high standards our clients expect.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisors, adhering to FCA compliance and company standards.


• Manage client queries, request fund values, and prepare documentation with accuracy and professionalism.


• Liaise with product providers and third parties to gather required information and ensure smooth processes.


• Maintain meticulous records of all client communications in line with company policies.


• Work collaboratively with colleagues to ensure clients are always supported, even during staff absences.

What We’re Looking For

• Experience: Previous experience in financial services, specifically supporting an Independent Financial Advisor, is essential.


• Skills: Excellent interpersonal skills, high attention to detail, and strong IT proficiency (Microsoft Word, Excel, and Outlook). Familiarity with Intelliflo is beneficial but not essential – we provide full training.


• Attributes: A proactive and organised team player who can prioritise effectively, work independently, and multitask.


• Qualifications: Financial Planning qualifications are desirable, but not essential. We encourage professional development and will cover the cost of your exams.

Why Join Us?

• Career Development: Access to training and the opportunity to pursue industry qualifications.


• Supportive Environment: A welcoming and collaborative team that values your contributions.


• Growth Opportunities: Internal progression is encouraged, and we’ll support you every step of the way.


• Workplace Excellence: Join a company that takes pride in its professionalism and commitment to quality.

What We Offer

• Competitive salary and benefits package


• Investment in your professional growth and career progression.


• A dynamic and professional work environment where your expertise is recognised