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IFA Administrator
Job summary
A leading financial planning business in the UK is seeking an experienced Administrator to join their regional offices. The role involves managing client correspondence, processing new business, and providing back-office support. Ideal candidates will have excellent communication skills and experience with client records. This position offers opportunities for progression within the company.
Benefits
Qualifications
- Experience in client correspondence, both written and verbal.
- Ability to maintain accurate and compliant client records.
- Familiarity with financial planning procedures is an advantage.
Responsibilities
- Handle client correspondence efficiently.
- Process new business and maintain records.
- Prepare review packs and arrange meetings.
Skills
Tools
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional offices, one of 50+ nationwide.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
- Client correspondence, written and verbal
- Processing new business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser’s diary
- Illustration requests
- Ensure that all financial planning client administration is carried out in accordance with internal procedures
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
- Taking phone calls, enquiries and requests, and handling them where appropriate
- General back-office support using IO software
25 days holiday plus bank…
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.