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Ifa Administrator
Job summary
A national financial planning firm in Cambridge is seeking an experienced Administrator to handle client correspondence, process new business, and provide back-office support. This role offers excellent career progression opportunities, including potential advancement to Trainee Paraplanner or Adviser. Ideal candidates should have a background in financial planning and strong organizational skills. The firm promises a supportive work environment and numerous employee benefits.
Benefits
Qualifications
- Experience in financial planning or administration is preferred.
- Strong communication skills for client interaction.
- Ability to manage client records accurately and comply with internal procedures.
Responsibilities
- Client correspondence, both written and verbal.
- Processing new business and managing the Adviser's diary.
- Maintaining accurate client files and records.
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 Cambridge 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.
Please note: 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 holidays
- Day off for your Birthday
- Annual salary review
- Staff awards
- Study support for professional industry exams
- Adviser Academy - In-House Training
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare cover
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response
* 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.