IFA Administrator - Wealth Management Client Services

Bond Recruitment; England; On-site; GBP 32,000; Full time

Job summary

A leading financial services provider has a fantastic opportunity for a Financial Administrator in Ashbourne. The role involves providing high-quality administrative support, managing client queries regarding pensions and investments, and ensuring compliance in financial planning processes. Candidates should have experience in a Financial Planning firm, strong IT skills, and a professional demeanor. Benefits include 25 days holiday, life assurance, and pension contributions. Competitive salary offered at £32,000 annually.

Benefits

25 days holiday

Life Assurance

Pension

Holiday Purchase Scheme

Qualifications

• Experience working in a Financial Planning firm.
• Ability to manage and prioritise workloads.
• Analytical and problem-solving skills.

Responsibilities

• Administer Wealth Management processes effectively.
• Maintain client records accurately.
• Arrange client meetings and manage Advisers' diaries.

Skills

Client correspondence written and verbal

Good working knowledge of IO and Platform

Production of concise business correspondence

Excellent planning and organisational abilities

Flexibility/adaptability to cope with change

Excellent communication skills

Tools

Microsoft Office (Teams, Outlook, Word, Excel)

Job description

A leading financial services provider has a fantastic opportunity for a Financial Administrator in Ashbourne. The role involves providing high-quality administrative support, managing client queries regarding pensions and investments, and ensuring compliance in financial planning processes. Candidates should have experience in a Financial Planning firm, strong IT skills, and a professional demeanor. Benefits include 25 days holiday, life assurance, and pension contributions. Competitive salary offered at £32,000 annually.