Ifa Administrator - hybrid working

Reed; Gloucester; Hybrid; GBP 19,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

26 days holiday + bank holidays

Birthday off

Study support

Pension + benefits package

5% flexible allowance

Annual pay reviews

6 monthly pay reviews

Job summary

Reed, Gloucester-based, is seeking an IFA Administrator to provide full administrative support to two Financial Advisers in a fast-paced setting. The role includes processing new business, maintaining client records, and liaising with providers and clients.

Initial onboarding is office-based with potential for Fridays WFH and later a 3-2 office/home split. Aspiring candidates should have 1+ year in financial services administration, strong organisation, and excellent communication skills.

Qualifications

• Minimum 1+ year experience within financial services administration.
• Strong organisational skills with the ability to manage multiple cases simultaneously.
• Excellent communication and client service skills.
• Comfortable working in a high-volume, deadline-driven environment.

Responsibilities

• Processing new business applications and managing cases through to completion.
• Maintaining accurate client records and documentation.
• Liaising with providers, clients and advisers to progress cases efficiently.
• Supporting advisers with client preparation, quotations and documentation.
• Managing ongoing servicing requests and policy administration.

Skills

Financial services administration

Organization

Communications

Deadline-driven

Job description

IFA Administrator - 2 days home working option - Gloucester based

An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team.

The Role

You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment.

Key responsibilities will include:

• Processing new business applications and managing cases through to completion
• Maintaining accurate client records and documentation
• Liaising with providers, clients and advisers to progress cases efficiently
• Supporting advisers with client preparation, quotations and documentation
• Managing ongoing servicing requests and policy administration

About You

• Minimum 1+ year experience within financial services administration
• Strong organisational skills with the ability to manage multiple cases simultaneously
• Excellent communication and client service skills
• Comfortable working in a high-volume, deadline-driven environment

Salary & Progression

• Salary up to £30,000 (Up to £32,000 for the right individual)
• Structured reviews:
  
  • Annual salary review

Working Pattern

• Initial 2-3 weeks office-based onboarding
• Possible option for WFH on Fridays during initial period
• Thereafter: 3 days in the office / 2 days from home (flexible on which days)

Benefits

• 26 days holiday + bank holidays + birthday off
• Hybrid and flexible working
• Study support towards professional qualifications
• Pension + benefits package with 5% flexible allowance
• Supportive and collaborative working environment
• Annual and 6 monthly pay reviews

If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move.