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Are you ready to take your career to the next level? Look no further! Our clients thriving team is seeking an exceptional IFA Administrator to join their ranks. You will be join a team dedicated to providing comprehensive financial solutions. They utilise technology to streamline and improve the customer Salary is up to £35,000 with flexible working and bonus scheme As an IFA Administrator, you'll be the backbone of our client support team. Here's what you'll be doing: You'll ensure our adviser is armed with everything they need. Collate documents, conduct research, and set the stage for success. From submitting new business on and off platforms to handling income payments and withdrawals, You will provide administration in relation to Pensions, Investments, and Protection To be considered Experience as an IFA Administrator is essential
Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
We are currently recruiting for a Financial Planning practice based in Ipswich who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.