IFA Administrator

Bond Recruitment; England; On-site; GBP 32,000; Full time

Job summary

A leading financial services provider has a fantastic opportunity for a Financial Administrator in Ashbourne. The role involves providing high-quality administrative support, managing client queries regarding pensions and investments, and ensuring compliance in financial planning processes. Candidates should have experience in a Financial Planning firm, strong IT skills, and a professional demeanor. Benefits include 25 days holiday, life assurance, and pension contributions. Competitive salary offered at £32,000 annually.

Benefits

25 days holiday

Life Assurance

Pension

Holiday Purchase Scheme

Qualifications

• Experience working in a Financial Planning firm.
• Ability to manage and prioritise workloads.
• Analytical and problem-solving skills.

Responsibilities

• Administer Wealth Management processes effectively.
• Maintain client records accurately.
• Arrange client meetings and manage Advisers' diaries.

Skills

Client correspondence written and verbal

Good working knowledge of IO and Platform

Production of concise business correspondence

Excellent planning and organisational abilities

Flexibility/adaptability to cope with change

Excellent communication skills

Tools

Microsoft Office (Teams, Outlook, Word, Excel)

Job description

Our client a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join our their Ashbourne Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Job Responsibilities

This role forms a key part of the team and as such you will be involved in the day to day administration of Wealth Management ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including but not limited to:

• Client correspondence written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Advisers diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with the Firms procedures.
• Maintain client records on the company software and ensure the client and firms files are well presented accurate and compliant.
• Taking phone calls enquiries and requests and handling them where appropriate.
• Back-office support.

Due to the nature of the business the role may also include additional responsibilities considered reasonable.

Requirements

You will already be experienced working in a Financial Planning firm and will need to be motivated friendly and professional at all times and able to hold conversations with third parties representing the company in a professional manner.

You will also be skilled in or have the ability to learn:

• Good working knowledge of IO and Platform.
• Production of concise business correspondence and proofreading for grammar spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams Outlook Word and Excel.
• Management and prioritising workloads.
• Excellent planning organisational and multi-tasking abilities.
• Analytical and problem-solving skills.
• Flexibility/adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare and Extras Discount shopping discounts.

Required Skills: Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration

Key Skills: Hadoop, Microsoft Windows Server, Windows, Apache, Linux, SAN, Shell Scripting, System Administration, Administrative Experience, Scripting, Oracle, Troubleshooting

Employment Type: Full Time

Experience: years

Vacancy: 1

Monthly Salary Salary: 32000 - 32000