IFA Administrator

JR United Kingdom; Trowbridge; On-site; GBP 27,000 - 31,000; Full time

Job summary

A leading Wealth Management company is seeking a full-time IFA Administrator. This role involves supporting Paraplanners and Advisors by assembling client policy information and liaising with clients. The ideal candidate will have strong communication, organisational skills, and at least 3 years of relevant experience.

Benefits

Bonus structure after 6-month probation

Company pension (5% enrolment)

Holiday entitlement: 23 days plus 8 bank holidays

Flexible Fridays

Wellness Programme

Qualifications

• Minimum of 3 years' experience working for an IFA or in financial services.
• Experience within a Financial Planning Firm is highly desirable.
• Strong planning and prioritisation skills.

Responsibilities

• Assemble and organise client policy information.
• Correspond with policy providers on behalf of clients.
• Facilitate the annual client review process.

Skills

Interpersonal skills

Organisational skills

Attention to detail

Effective communication

IT skills in Microsoft Word and Excel

Customer service skills

Education

RO1, CF1, FA1 or equivalent qualification

Job description

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Job Title:IFAAdministrator
Location:Trowbridge, Wiltshire (Office Based)
Starting Salary:£27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus

Company Benefits:

• Bonus structure to be confirmed after a 6-month probation period
• Company pension (5% enrolment)
• Holiday entitlement: 23 days basic plus 8 bank holidays; additional days after 2 and 5 years of service; flexible sell and buy back up to 3 days
• Group income protection
• Group life cover
• Flexible Fridays (option to work 8 AM - 4 PM)
• Wellness Programme

About the Company:
Our client is a highly personalised Wealth Management company that specialises in giving expert financial planning advice to Dentists, Business Owners, and Private Clients. Theyare seeking a dedicated full-time Technical Administrator to join theirfriendly, busy, and vibrant Service Team.

They are a small company with big ambitions, so theyencourage individuals to develop ongoing 'value-adding' projects alongside their everyday responsibilities. These projects aim to improve the way they dobusiness, adding diversity to the average day and helping team members feel a sense of ownership within the company. Theyare looking for a like-minded team player eager to contribute new ideas and make a positive impact.

Skills & Experience Required:

Minimum of 3 years' experience working for an IFA, in a technical team within financial services, or in an administration role within pensions, investments, or insurance.

RO1, CF1, FA1 or equivalent qualification is essential; experience within a Financial Planning Firm is highly desirable.

Strong interpersonal and organisational skills.

Motivated, friendly, and professional attitude.

Punctual, reliable, and dependable.

Excellent attention to detail and accuracy.

Effective communication skills with colleagues, clients, and providers.

Ability to maintain confidentiality and work with discretion and sensitivity.

Strong planning and organisational skills with the ability to meet deadlines.

Ability to prioritise and manage workload effectively.

Proactive and responsive attitude to delegated tasks.

Strong IT skills in Microsoft Word and Excel.

Professional telephone manner and superb customer service skills.

Day-to-Day Responsibilities:

Assemble and organise client policy information to support Paraplanners and Advisors.

Correspond with policy providers on behalf of clients.

Act as a liaison with clients and manage client communications.

Submit new business applications on behalf of clients.

Facilitate the annual client review process.

Process new client information in preparation for their first report meeting.

Utilise Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).

Perform basic administrative duties as required.

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Job Title:IFAAdministrator
Location:Trowbridge, Wiltshire (Office Based)
Starting Salary:£27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus

Company Benefits:

• Bonus structure to be confirmed after a 6-month probation period
• Company pension (5% enrolment)
• Holiday entitlement: 23 days basic plus 8 bank holidays; additional days after 2 and 5 years of service; flexible sell and buy back up to 3 days
• Group income protection
• Group life cover
• Flexible Fridays (option to work 8 AM - 4 PM)
• Wellness Programme

About the Company:
Our client is a highly personalised Wealth Management company that specialises in giving expert financial planning advice to Dentists, Business Owners, and Private Clients. Theyare seeking a dedicated full-time Technical Administrator to join theirfriendly, busy, and vibrant Service Team.

They are a small company with big ambitions, so theyencourage individuals to develop ongoing 'value-adding' projects alongside their everyday responsibilities. These projects aim to improve the way they dobusiness, adding diversity to the average day and helping team members feel a sense of ownership within the company. Theyare looking for a like-minded team player eager to contribute new ideas and make a positive impact.

Skills & Experience Required:

• Minimum of 3 years' experience working for an IFA, in a technical team within financial services, or in an administration role within pensions, investments, or insurance.

• RO1, CF1, FA1 or equivalent qualification is essential; experience within a Financial Planning Firm is highly desirable.

• Strong interpersonal and organisational skills.

• Motivated, friendly, and professional attitude.

• Punctual, reliable, and dependable.

• Excellent attention to detail and accuracy.

• Effective communication skills with colleagues, clients, and providers.

• Ability to maintain confidentiality and work with discretion and sensitivity.

• Strong planning and organisational skills with the ability to meet deadlines.

• Ability to prioritise and manage workload effectively.

• Proactive and responsive attitude to delegated tasks.

• Strong IT skills in Microsoft Word and Excel.

• Professional telephone manner and superb customer service skills.

Day-to-Day Responsibilities:

• Assemble and organise client policy information to support Paraplanners and Advisors.

• Correspond with policy providers on behalf of clients.

• Act as a liaison with clients and manage client communications.

• Submit new business applications on behalf of clients.

• Facilitate the annual client review process.

• Process new client information in preparation for their first report meeting.

• Utilise Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).

• Perform basic administrative duties as required.

Minimum Requirements:
The ideal candidate will be smartly presented and possess first-rate communication skills, both written and verbal, allowing them to liaise confidently with clients and providers. While qualifications such as RO1, CF1, FA1, or equivalents are advantageous, experience within a Financial Planning Firm is highly desirable.
How to Apply:
Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.

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