IFA Administrator

www.topfinancialjobs.co.uk - Jobboard; Stevenage; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A prestigious Wealth Management business in North Hertfordshire seeks a full-time IFA Administrator. The role includes supporting Financial Advisors with client enquiries and documentation, requiring experience in Group Risk or Protection. This is a great opportunity to join an evolving company with excellent benefits and a hybrid working model.

Benefits

4 x salary life cover

Company pension scheme

Employee health Cash Plan

28 days annual holiday

Qualifications

• Experience in the Financial Service sector with relevant skills in Group Risk, Group Life or Group Protection.
• Strong communication skills, both oral and written.
• Ability to meet tight deadlines.

Responsibilities

• Provide administrative support to Financial Advisors on pension schemes.
• Conduct thorough record keeping of client enquiries.
• Manage day-to-day queries from clients and colleagues.

Skills

Communication

Organisational Skills

Ability to work under pressure

Job description

We are currently recruiting for an extremely well established and prestigious Wealth Management business in North Hertfordshire.

The role is for a full-time IFA Administrator - the successful candidate must have had previous experience of Group Risk or Group Life or Group Protection also known as Employer Benefits.

Working hours: Monday to Friday; 9.00 to 5.00pm.

This role could be hybrid after a period of training full-time in the office in Stevenage, working 3 days from home and 2 office - based- but this could change in the future, so you must live within a commutable distance from the office in North Hertfordshire.

This is a excellent opportunity to join this forward-thinking expanding company who are continually looking to evolve and improve their client and employee experience.

Duties and Responsibilities of a IFA Administrator:

• Working alongside the Financial Advisor giving admin support on pension schemes - including speaking to any clients following any enquiries.
• Conducting research and careful record keeping of client enquiries.
• Assistance with annual review paperwork for the client giving any feedback when necessary.
• Deal with all day-to-day queries from clients and colleagues
• When required attend client meetings
• Ad hoc administrative assistance to the Client Services Team when required.

Person Specification and experienced required:

• Proven experience is the Financial Service sector with relevant skills in Group Risk , Group Life or Group Protection.
• Ability to meet tight deadlines and work under pressure
• Excellent communication skills both written and oral.
• Respectful team player and highly organised.

Excellent Benefits Package:

• 4 x salary life cover
• The successful applicant will join our company pension scheme immediately, with an employee and an employer contribution of 5%, utilising salary exchange.
• At the end of a six-month probation period, employee will benefit from being enrolled in the company Cash Plan, funded by the company.
• 28 days annual holiday, up to three days of which must be taken over the Christmas break.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.