IFA Administrator: Flexible Hours & Growth in Finance

Michael Page (UK); Reading; Hybrid; GBP 25,000 - 32,000; Full time

Job summary

A financial services company in Reading is seeking a highly organized professional to handle client queries and maintain accurate records. The ideal candidate will have at least one year of experience in the financial services industry and possess excellent communication skills. Responsibilities include managing client onboarding, processing applications, and ensuring compliance with regulations. This role offers a competitive salary and various employee benefits, including flexible working hours and comprehensive health coverage.

Benefits

25 days annual leave plus Bank Holidays

Life Cover up to 4x salary

Health, Optical and Dental Cover

Flexible working hours

Paid Sick Leave up to 5 days at full pay

Long Service Annual Leave enhancements

Enhanced Maternity/Paternity Leave

Qualifications

• Minimum of 1 year’s experience within the financial services industry.
• Experience using iO is desired, but not essential.
• Understanding the needs of Financial Advisers and FCA rules.

Responsibilities

• Deal with client queries through clear communication.
• Collect and record client policy information.
• Process new business applications efficiently.

Skills

Excellent written and verbal communication skills

Strong technical knowledge of investments, pensions, and family wealth planning

A very high attention to detail and accuracy

Excellent IT skills and proficiency in Microsoft Office

Demonstrable experience delivering high service levels

Education

Relevant industry qualifications

Tools

Software iO

Microsoft Excel

Job description

A financial services company in Reading is seeking a highly organized professional to handle client queries and maintain accurate records. The ideal candidate will have at least one year of experience in the financial services industry and possess excellent communication skills. Responsibilities include managing client onboarding, processing applications, and ensuring compliance with regulations. This role offers a competitive salary and various employee benefits, including flexible working hours and comprehensive health coverage.