Ifa Administrator - Office Based Within Probation

Reed; Trowbridge; On-site; GBP 27,000 - 31,000; Full time

Job summary

A financial services provider in Trowbridge is seeking a full-time IFA Administrator to join a busy Service Team. The role involves liaising with clients and providers, processing information, and administrative duties. The ideal candidate has experience in financial services administration. The position offers a salary of £27,000 - £31,000, along with benefits including a company pension and ongoing training.

Benefits

Bonus Structure after 6 months

Company Pension 5% enrolment

23 days vacation plus bank holidays

Flexible sell and buy back up to 3 days

Group income protection

Group life cover

2 paid sick days

Flexible Fridays option

Ongoing training and support

Wellness Programme

Qualifications

• Experience working in a financial services admin support role.
• Industry qualifications would be advantageous.
• Part of a technical team with high-level technical knowledge.

Responsibilities

• Correspond with policy providers on behalf of the client.
• General liaison with the client.
• Submit new business on behalf of the client.
• Facilitate the annual review process of clients.
• Process new client information for meetings.
• Basic admin duties.

Skills

Experience working for an IFA in an admin support role

High-level technical knowledge in financial services

Familiarity with Microsoft Office

Tools

Analytics

Prestwood

Microsoft Office

Job description

Reed Financial Services are pleased to be working with a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time IFA Administrator to join a friendly, busy and vibrant Service Team.

Location Trowbridge, Wiltshire (Office Based)

Working Days Monday to Friday 9am to 5pm

Starting Salary £27,000 - £31,000 depending on experience (plus discretionary quarterly bonus)

Sector Financial Services – IFA Administrator

Job Type Permanent, Full Time 37.5 hours per week

Minimum Requirements

• Experience working for an IFA in an admin support role
• Industry qualifications woudl be advantageous geous
• Part of a technical team within a financial services company
• Administration role within pensions/investments/insurance with high-level technical knowledge

Responsibilities

• Correspond with policy providers on behalf of the client
• Correspond and be a general liaison with the client
• Submit any new business on behalf of the client
• Facilitate the annual review process of our clients
• Process new client information in preparation for their first report meeting
• Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
• Basic admin duties

Company Benefits

• Bonus Structure TBC after 6 months’ probation
• Company Pension 5% enrolment
• Holiday Entitlement 23 days basic plus 8 bank holidays. 1 extra day 2 years’ service, a further 1 for 5 years’ service.
• Flexible sell and buy back up to 3 days.
• Group income protection
• Group life cover
• 2 paid sick days
• Flexible Fridays - option to work 8am-4pm
• Ongoing training and support with regular re-cap sessions
• Wellness Programme