Junior IFA Administrator

Plus One Recruitment; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm based in Stratford upon Avon is seeking a Junior IFA Administrator to provide administrative support to advisers and paraplanners. This role offers the opportunity to work with client data, produce valuations, and learn systems and procedures in a friendly team environment. Candidates with strong administration skills and attention to detail are encouraged to apply. Full training will be provided as part of this office-based role, which operates Monday to Friday from 9 AM to 5 PM.

Benefits

Full training provided

Friendly team environment

Office-based hours

Qualifications

• Previous administration experience is preferred.
• Strong written and spoken English.
• Comfortable speaking with clients on the phone and in person.

Responsibilities

• Enter and maintain accurate client data on Intelligent Office.
• Produce client valuations and update schedules.
• Answer incoming telephone calls and greet clients.

Skills

Administration experience

Clear communication skills

Attention to detail

User of Microsoft Word, Excel, Outlook

Job description

Are you looking to start or grow your career in financial services? Do you have strong administration skills and great communication? Would you enjoy working as part of a hardworking, sociable office-based team?

Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close-knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes. You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people.

Main Responsibilities:

• Enter and maintain accurate client data on Intelligent Office
• Produce client valuations and update schedules and records
• Support the processing of new business as you gain experience
• Answer incoming telephone calls and act as a first point of contact for clients
• Greet clients on arrival and assist with meeting preparation where required
• Handle general administration tasks to support advisers and paraplanners
• Scan, file and maintain documentation in line with internal procedure
• Learn and follow set processes for new business and client workGradually develop towards basic report preparation as your knowledge grows

Skills and Experience:

• Previous administration experience is preferred
• Strong written and spoken English, with clear and confident communication skills
• Comfortable speaking with clients on the phone and in person
• Process driven, pragmatic and able to follow step by step procedures
• High attention to detail and accuracy when working with data and documents
• Competent user of Microsoft Word, Excel and Outlook
• Experience within financial services or with Intelligent Office is desirable but not essential

Additional Information:

• Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break
• 35 hour working week
• Full training provided by experienced team members
• Friendly, sociable and supportive team environment

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/