Hybrid IFA Administrator - Growth & Study Support

Reed; Gloucester; Hybrid; GBP 19,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

26 days holiday + bank holidays

Birthday off

Study support

Pension + benefits package

5% flexible allowance

Annual pay reviews

6 monthly pay reviews

Job summary

Reed, Gloucester-based, is seeking an IFA Administrator to provide full administrative support to two Financial Advisers in a fast-paced setting. The role includes processing new business, maintaining client records, and liaising with providers and clients.

Initial onboarding is office-based with potential for Fridays WFH and later a 3-2 office/home split. Aspiring candidates should have 1+ year in financial services administration, strong organisation, and excellent communication skills.

Qualifications

• Minimum 1+ year experience within financial services administration.
• Strong organisational skills with the ability to manage multiple cases simultaneously.
• Excellent communication and client service skills.
• Comfortable working in a high-volume, deadline-driven environment.

Responsibilities

• Processing new business applications and managing cases through to completion.
• Maintaining accurate client records and documentation.
• Liaising with providers, clients and advisers to progress cases efficiently.
• Supporting advisers with client preparation, quotations and documentation.
• Managing ongoing servicing requests and policy administration.

Skills

Financial services administration

Organization

Communications

Deadline-driven

Job description

Reed, Gloucester-based, is seeking an IFA Administrator to provide full administrative support to two Financial Advisers in a fast-paced setting. The role includes processing new business, maintaining client records, and liaising with providers and clients.

Initial onboarding is office-based with potential for Fridays WFH and later a 3-2 office/home split. Aspiring candidates should have 1+ year in financial services administration, strong organisation, and excellent communication skills.