Senior IFA Administrator

Financial Divisions; Guildford; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

25 days holiday

DIS benefit

Private medical cover

Job summary

Financial Divisions, a wealth planning practice near Guildford, is seeking an experienced Financial Administrator to join the office-based team. You will handle client communications, prepare documentation, and support in client reviews and new business processes.

Typical duties include writing letters of authority and valuations, scheduling reviews, collecting data from providers, submitting applications, and ensuring fee schedules and records are up to date.

Qualifications

• Experience as a financial administrator in a client-facing role.
• Familiarity with financial products and documentation.
• Knowledge of Intelligent Office CRM would be advantageous.

Responsibilities

• Write letters of authority and valuations for clients.
• Speak with clients on the phone and schedule reviews.
• Prepare documentation for client reviews and meetings.
• Collect data from product providers and submit new business.
• Ensure agreements and fee schedules are signed and filed.
• Keep records up to date and accurate.

Job description

25 days holiday + bank holidays, DIS benefit, Private Medical Cover

Working with HNW & UHNW clients

My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top client holding £20m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.

The Managing Director is seeking a brand new experienced Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections etc.) Knowledge of Intelligent Office CRM would be highly advantageous.

The role will be office based. If you are sitting any exams then the Directors will support you with your studies but what qualifications you have is not a deal breaker, experience rather than exams is more important. The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting.

The MD is looking to offer £30k - £40k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.