IFA Administrator — Hybrid Role with Up to £34k + Benefits

Eden Rose; Swindon; Hybride; GBP 31 000 - 37 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Private healthcare

Pension

25 days leave

Free parking

Team socials

Résumé du poste

Eden Rose in Swindon is looking for an organised IFA Administrator to support Financial Advisers and Paraplanners, ensuring client reviews, servicing and new business applications are processed accurately and efficiently.

This role suits someone with office administration experience; financial services experience is desirable but not essential, as training and support will be provided. The role is office-based initially, with hybrid working after probation.

Qualifications

• Previous administration or office-based experience.
• Financial services or IFA experience is desirable but not essential.
• Strong organisational skills and attention to detail.
• Good written and verbal communication skills, with a professional telephone manner.
• Confident using Microsoft Office and willing to learn new systems.
• A proactive and reliable approach, with the ability to manage competing priorities.
• A positive team player who takes ownership of tasks and is keen to learn.

Responsabilités

• Maintain accurate client records and ensure documentation is up to date.
• Prepare client review packs, valuations and supporting documentation.
• Request policy information, valuations and statements from providers.
• Submit Letters of Authority and follow up outstanding information requests.
• Assist with ongoing client servicing and new business administration.
• Liaise with clients, providers and colleagues to resolve routine queries.
• Track outstanding tasks and keep advisers and paraplanners informed of progress.
• Follow internal procedures and maintain high standards of accuracy and confidentiality.

Connaissances

Organised

Attention to detail

Client communication

Team player

Outils

Microsoft Office

Description du poste

Eden Rose in Swindon is looking for an organised IFA Administrator to support Financial Advisers and Paraplanners, ensuring client reviews, servicing and new business applications are processed accurately and efficiently.

This role suits someone with office administration experience; financial services experience is desirable but not essential, as training and support will be provided. The role is office-based initially, with hybrid working after probation.