Senior IFA Administrator

Recruitment Rebellion; Kidlington; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm is seeking a Senior Administrator passionate about client service and financial products. The role involves supporting Financial Planners with a range of administrative tasks while working in a values-led environment that prioritizes wellbeing. Candidates should have experience in financial administration and a proactive mindset.

Benefits

25 days holidays + bank holidays

Weekly paid half-days if work is done

Minimum 3% pension

Hybrid working (3 days WFH)

Host of medical and well-being benefits

Qualifications

• At least 2 years experience in admin for an independent financial planning firm.
• Strong working knowledge of financial services products.
• Ability to work independently.

Responsibilities

• Supporting Financial Planners with business processing and administration tasks.
• Preparing for annual planning meetings.
• Managing platform-based tasks.

Skills

Attention to detail

Proactive mindset

Knowledge of financial services products

Tools

Intelliflo

Hubwise

Nucleus

Job description

Are you passionate about financial planning administration?

Strategic Vision Wealth Management is recruiting for a Senior Administrator to join our small, values-led financial planning firm. We believe in doing the right thing for our clients and, with us, you can make a real difference and develop your career.

We have amazing benefits including 25 days holidays + bank holidays, weekly paid half-days if the work is done, hybrid working (3 days WFH), minimum 3% pension and a host of other medical and well-being benefits.

What you'll be doing:

You'll play a vital role in our client servicing team, supporting Financial Planners with:

• Business processing and administration tasks.
• Preparing for annual planning meetings.
• Managing platform-based tasks.
• General client servicing.

About you:

We're looking for someone who can hit the ground running with:

• At least 2 years experience in admin for an independent financial planning firm.
• Strong working knowledge of financial services products.
• Ideally experience using Intelliflo together with Hubwise and Nucleus platforms.
• A positive, proactive mindset you enjoy improving things and getting things done.
• Excellent attention to detail and the ability to work independently.

About us:

We are proud to have been shortlisted for the Employer of the Year Award in 2023 by the Oxfordshire Business Awards!

Our wellbeing is a priority and we regularly have walking 1:1 meetings, team challenges, and discussions around healthy lifestyle.

Our office is new and smart, and green space with wildlife is a 10 minutes walk away perfect for a lunch break to recharge your batteries. Theres also a free well-equipped outdoor gym within 3 minutes walk from our office if you prefer a more active way to clear your head.

We live by our values, and we're proud of it.

• Treat every client like they're our only one.
• Be friendly, respectful, and honest.
• Deliver on what we promise and never overpromise.
• Be financially secure and help others achieve the same.

If you are aligned with our values, please apply, we'd love to hear from you!

How to apply:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.