IFA Administrator

Eden Rose; Henley-in-Arden; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

1 Day Home Working

Training & Development

Professional Qualifications

Clear Progression Opportunities

Job summary

Eden Rose is recruiting an experienced IFA Administrator to support a busy financial planning team within a growing independent practice.

You will assist advisers with new business, ongoing client servicing and wider administration while benefiting from training, professional qualifications and clear progression opportunities.

Qualifications

• Previous IFA / financial services administration experience advantageous.
• Experience with suitability reports and new business desirable.
• Existing employees have moved into Paraplanning and Compliance with training and qualifications supported by the business.

Responsibilities

• Provide administration support to Financial Advisers
• Process new business and support ongoing client servicing
• Assist with suitability reports and associated administration
• Liaise with advisers, Paraplanners and clients
• Manage a busy workflow and competing priorities
• Work across dedicated new-business and ongoing-client-service functions
• Maintain accurate records and ensure work is completed efficiently

Skills

Strong administration and organising

Excellent attention to detail

Professional and confident communicat

Client-focused and commercially aware

Strong team player with can-do

Comfortable working in a busy env

Job description

£28,000 - £32,000 + 1 Day Home Working + training & development + professional qualifications + clear progression opportunities

Are you an experienced IFA Administrator looking to join an established and growing independent financial planning business?

This is an excellent opportunity to join a busy administration team, supporting advisers with new business, ongoing client servicing and wider financial planning administration. The business is continuing to grow and is investing in its team, with genuine opportunities to progress internally. Existing employees have successfully moved from Administration into Paraplanning and Compliance, with training and professional qualifications supported by the business.

The Role:

• Provide administration support to Financial Advisers
• Process new business and support ongoing client servicing
• Assist with suitability reports and associated administration
• Liaise with advisers, Paraplanners and clients
• Manage a busy workflow and competing priorities
• Support the team with a high volume of client activityWork across dedicated new-business and ongoing-client-service functions
• Maintain accurate records and ensure work is completed efficiently

The Person:

• Previous IFA / financial services administration experience advantageous
• Strong administration and organisational skills
• Excellent attention to detail
• Comfortable working in a busy environment
• Professional and confident communicator
• Client-focused and commercially aware
• Strong team player with a positive, can-do attitude
• Experience with suitability reports and new business desirable
• Most importantly, someone who fits the team and is happy to get stuck in