IFA Administrator

Bond Recruitment Ltd; Honiton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A respected firm of Independent Financial Advisers in Devon is seeking an Administrator to support the Director. This role demands strong interpersonal skills, financial services industry knowledge, and a blend of high-level responsibilities and administrative tasks. Initially office-based, the position offers the potential for a hybrid work approach as the candidate becomes more self-sufficient. If you're looking to join a highly regarded firm, apply today.

Qualifications

• Good interpersonal skills and a good sense of humour are essential.
• Experience in financial services industry is required.
• Willing to carry out both high-level and administrative tasks.

Responsibilities

• Work closely with the Director.
• Update report templates and advice file check sheets.
• Check files for completeness and add fees onto IO.
• Gather data for platform due diligence.
• Support office manager in their absence.

Skills

Interpersonal skills

Good listening skills

Sense of humour

Financial services knowledge

Tools

Intelligent Office

Job description

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour. Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient. Financial services industry knowledge is required; the role will include.

• Working closely with the Director
• Report template updates
• Updating advice file check sheets
• Checking files for completeness
• Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
• Gathering data for policies for example platform due diligence
• Willing to step in to help office manager/servicing manager in their absence.
• Willing to carry out more high-level work, but also happy to carry out administrative tasks.

If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.