IFA Administrator

Bond Recruitment Ltd; Wilmslow; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Supportive work environment

Covering technical qualification and training costs

Job summary

A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies. You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications. This role offers a supportive environment with training costs covered by the company.

Qualifications

• Experience in administration, preferably in a financial planning context.
• Basic knowledge of investment, pension, and life assurance products.
• Comfortable with various technologies and systems.
• Comfortable using CRM and project management systems and a range of investment data.

Responsibilities

• Process authority letters and gather financial data for clients.
• Prepare application forms and client documentation.
• Handle financial transactions on platforms.
• Prepare client reviews and update goals information.
• Manage correspondence relating to clients.
• Provide support to financial planners and paraplanners.
• Assist clients with administrative queries.

Skills

Administration experience

Basic knowledge of investments

Knowledge of pensions

Knowledge of life assurance policies

Familiarity with CRM and project management systems

Project management tools

Education

Financial administration qualifications

Tools

CRM systems

Project management tools

Job description

Our client is a very well established financial planning firm based in Wilmslow, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting an IFA Administrator to join their growing team.

About you

To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:

• Administration experience, preferably in a financial planning company
• A basic knowledge of investments, pensions and life assurance policies.
• Financial administration qualifications would be advantageous.
• Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment

Responsibilities

• Processing authority letters, gathering financial data for new clients and annual reviews.
• Preparing application forms and client documentation.
• Processing financial transactions on platforms.
• Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
• Dealing with the post, emails and any correspondence relating to clients or their financial situation.
• Providing administrative support to the financial planners and paraplanners as required.
• Supporting clients with administrative queries and communication as required.

What is on offer

The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.

Salary is dependent on experience.