Financial Services Administrator / IFA Administrator

One to One personnel Limited; Rayleigh; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Fully funded paraplanning exams

Study support and exam fees covered

Fully funded parking season ticket

Career progression toward paraplanner

Job summary

One to One personnel Limited in Rayleigh is seeking an experienced Financial Services Administrator or IFA Administrator. The role focuses on delivering high-quality administration for financial planning and wealth management for an independent advisory firm.

You will manage workloads, own cases, and progress them accurately and efficiently, while developing technical knowledge in collaboration with advisers and paraplanners. Salary £30,000 - £35,000, Monday–Friday, 9am–5pm.

Qualifications

• Proven experience in financial services administration or IFA administration.
• Strong attention to detail with high accuracy.
• Excellent organisational and time management skills.
• Clear written and verbal communication abilities.

Responsibilities

• Provide administration support across full financial planning and wealth management processes.
• Issue and follow up LOAs; liaise with providers on new business.
• Process new business across multiple platforms; run reports and illustrations.
• Maintain accurate client records and update back-office systems.
• Monitor cases to meet required timescales and resolve queries.

Skills

Financial services administration

Attention to detail

Time management

Communication skills

Job description

Rayleigh | £30,000 - £35,000 | Monday to Friday | 9am - 5pm

Are you an experienced Financial Services Administrator or IFA Administrator looking for your next career move?

My client is a growing independent financial planning firm based in Rayleigh, and they are looking for an experienced Financial Services Administrator to join their friendly and supportive team.

This is an excellent opportunity for someone with solid experience within an IFA, financial planning or wealth management environment who is now looking to take the next step towards a career in paraplanning.

You'll be joining an established team where your existing knowledge and experience will be valued. You'll be trusted to manage your own workload, take ownership of cases and ensure work is completed accurately and efficiently, while developing your technical knowledge and working closely with experienced advisers and paraplanners.

The Role

Working closely with advisers and paraplanners, you'll provide high-quality administration across a range of financial planning and wealth management cases.

Accuracy, organisation and attention to detail are essential, along with the ability to manage multiple cases and ensure they progress within required timescales.

Key Responsibilities

• Providing administration support to advisers and paraplanners across the full financial planning process
• Issuing, chasing and summarising Letters of Authority (LOAs)
• Liaising with providers regarding LOAs and new business submissions
• Processing new business accurately across multiple platforms
• Placing trades, running reports and producing illustrations
• Maintaining accurate client records and updating back-office systems
• Monitoring cases and ensuring they progress within required timescales
• Liaising with providers and other relevant parties to resolve queries and obtain outstanding information
• Supporting advisers and paraplanners with day-to-day client administration
• Ensuring work is completed accurately and in line with regulatory and compliance requirements
• Contributing to the wider team's processes and workflows

What We're Looking For

You'll be required to have previous experience in a Financial Services Administrator or IFA Administrator role and be comfortable working within an independent financial advice, financial planning or wealth management environment.

You'll need

• Strong knowledge of financial services administration and new business processes
• Excellent attention to detail and a high level of accuracy
• Strong organisational and time management skills
• The ability to manage your own workload and take ownership of cases
• Excellent written and verbal communication skills
• A professional and proactive approach
• Confidence liaising with providers, advisers and other professional contacts
• A genuine interest in developing your career within financial planning
• An ambition to progress towards a Paraplanner position in the future

Experience dealing with providers such as Aviva, 7IM, Quilter, Royal London or Prudential would also be beneficial.

What's on Offer?

• £30,000 - £35,000 salary, depending on experience
• Monday to Friday, 9am - 5pm
• Fully funded professional paraplanning exams
• Study support and exam fees covered
• Fully funded parking season ticket
• Supportive and collaborative working environment
• Genuine long-term career progression
• The opportunity to work closely with experienced advisers and paraplanners
• A clear pathway towards developing into a Paraplanner role