Junior IFA Administrator

Plus One Personnel; Stratford-upon-Avon; On-site; GBP 60,000 - 80,000; Full time

Job summary

An Independent Financial Advice firm located in Stratford-upon-Avon seeks a Junior IFA Administrator to join their team. In this role, you will provide essential administrative support, including data entry, client communication, and handling new business processes. Ideal candidates will have administration experience and strong communication skills. Full training will be provided, making this an excellent opportunity to start a career in financial services. Regular office hours are Monday to Friday, offering a friendly work environment.

Qualifications

• Previous administration experience is preferred.
• Strong written and spoken English with clear communication skills.
• Comfortable speaking with clients on the phone and in person.
• Process driven and able to follow procedures.
• High attention to detail when working with data.
• Competent user of Microsoft Office.

Responsibilities

• Enter and maintain accurate client data on Intelligent Office.
• Produce client valuations and update records.
• Support processing of new business as you gain experience.
• Answer incoming telephone calls for clients.
• Greet clients and assist with meeting preparation.
• Handle general administration tasks for advisers.
• Scan and file documentation according to procedures.
• Develop towards basic report preparation.

Skills

Administration experience

Strong communication skills

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Overview

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 work
• Gradually 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 01926 699276 for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: https://www.linkedin.com/in/danielmarlowrecruitment/