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Job Title:IFAAdministrator
Location:Trowbridge, Wiltshire (Office Based)
Starting Salary:£27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus
Company Benefits:
About the Company:
Our client is a highly personalised Wealth Management company that specialises in giving expert financial planning advice to Dentists, Business Owners, and Private Clients. Theyare seeking a dedicated full-time Technical Administrator to join theirfriendly, busy, and vibrant Service Team.
They are a small company with big ambitions, so theyencourage individuals to develop ongoing 'value-adding' projects alongside their everyday responsibilities. These projects aim to improve the way they dobusiness, adding diversity to the average day and helping team members feel a sense of ownership within the company. Theyare looking for a like-minded team player eager to contribute new ideas and make a positive impact.
Skills & Experience Required:
Minimum of 3 years' experience working for an IFA, in a technical team within financial services, or in an administration role within pensions, investments, or insurance.
RO1, CF1, FA1 or equivalent qualification is essential; experience within a Financial Planning Firm is highly desirable.
Strong interpersonal and organisational skills.
Motivated, friendly, and professional attitude.
Punctual, reliable, and dependable.
Excellent attention to detail and accuracy.
Effective communication skills with colleagues, clients, and providers.
Ability to maintain confidentiality and work with discretion and sensitivity.
Strong planning and organisational skills with the ability to meet deadlines.
Ability to prioritise and manage workload effectively.
Proactive and responsive attitude to delegated tasks.
Strong IT skills in Microsoft Word and Excel.
Professional telephone manner and superb customer service skills.
Day-to-Day Responsibilities:
Assemble and organise client policy information to support Paraplanners and Advisors.
Correspond with policy providers on behalf of clients.
Act as a liaison with clients and manage client communications.
Submit new business applications on behalf of clients.
Facilitate the annual client review process.
Process new client information in preparation for their first report meeting.
Utilise Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).
Perform basic administrative duties as required.
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:IFAAdministrator
Location:Trowbridge, Wiltshire (Office Based)
Starting Salary:£27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus
Company Benefits:
About the Company:
Our client is a highly personalised Wealth Management company that specialises in giving expert financial planning advice to Dentists, Business Owners, and Private Clients. Theyare seeking a dedicated full-time Technical Administrator to join theirfriendly, busy, and vibrant Service Team.
They are a small company with big ambitions, so theyencourage individuals to develop ongoing 'value-adding' projects alongside their everyday responsibilities. These projects aim to improve the way they dobusiness, adding diversity to the average day and helping team members feel a sense of ownership within the company. Theyare looking for a like-minded team player eager to contribute new ideas and make a positive impact.
Skills & Experience Required:
Minimum of 3 years' experience working for an IFA, in a technical team within financial services, or in an administration role within pensions, investments, or insurance.
RO1, CF1, FA1 or equivalent qualification is essential; experience within a Financial Planning Firm is highly desirable.
Strong interpersonal and organisational skills.
Motivated, friendly, and professional attitude.
Punctual, reliable, and dependable.
Excellent attention to detail and accuracy.
Effective communication skills with colleagues, clients, and providers.
Ability to maintain confidentiality and work with discretion and sensitivity.
Strong planning and organisational skills with the ability to meet deadlines.
Ability to prioritise and manage workload effectively.
Proactive and responsive attitude to delegated tasks.
Strong IT skills in Microsoft Word and Excel.
Professional telephone manner and superb customer service skills.
Day-to-Day Responsibilities:
Assemble and organise client policy information to support Paraplanners and Advisors.
Correspond with policy providers on behalf of clients.
Act as a liaison with clients and manage client communications.
Submit new business applications on behalf of clients.
Facilitate the annual client review process.
Process new client information in preparation for their first report meeting.
Utilise Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).
Perform basic administrative duties as required.
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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.