IFA Administrator

Bond Recruitment; Stokenchurch; On-site; GBP 25,000 - 35,000; Full time

Job summary

A national IFA brand in Stokenchurch is seeking a Financial Administrator to provide essential support through client correspondence and office management. This role requires prior experience in a Financial Planning firm and excellent communication and organizational skills. Key benefits include 25 days of holiday and various employee perks. Ideal candidates will have strong IT proficiency and a positive, adaptable attitude. Join a team committed to delivering first-class service for clients.

Benefits

25 days holiday

Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Discount shopping

Qualifications

• Experienced in working in a Financial Planning firm.
• Motivated, friendly, and professional at all times.
• Ability to hold conversations with third parties.

Responsibilities

• Manage client correspondence, both written and verbal.
• Process new business and prepare client review packs.
• Arrange client meetings and manage the Adviser's diary.
• Maintain client records accurately and compliantly.
• Provide back-office support and assist with enquiries.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software packages

Management and prioritising workloads

Excellent planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills

Team player with a positive attitude

Tools

Teams

Outlook

Word

Excel

Job description

Job Description

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join their Stokenchurch 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

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

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.

• 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.