This role is for you if you are an IFA Administrator with a minimum of 2 years' experience looking to join a growing IFA. This is a fantastic opportunity for someone who is passionate about financial services and looking to further their career. You will be working with a strong team where you will gain a range of exposure, hands-on experience, and you will learn and grow with an experienced team. If you have strong administrative skills and a desire to work in a dynamic and supportive environment, this role is ideal for you!
The Business
The business is a well-established directly authorised IFA. The client is at the heart of their business where they provide holistic advice. They are currently going through a period of rapid growth, hence the need to expand their team. This role is based in their office in Stafford
The Role
As an IFA Administrator, you will liaise with clients to resolve queries, arrange meetings, and manage requests such as deposits and withdrawals. You will also be responsible for setting up, maintaining, and closing client accounts, as well as preparing for annual review meetings and drafting letters of authority.
Additionally, you will run client reports, including CTC and CGT reports, prepare valuations, and assist with organising client events. General administrative tasks will also be part of your role, ensuring smooth day-to-day operations within the office.
The Benefits
- Salary - Up to £32,500
- Hybrid working: 3 days in the office, 2 days from home.
- Company bonus scheme.
- Death in service (4x salary).
- 20 days of holiday, increasing by 1 day with each year of service, up to 30 days. Additional holidays can also be purchased.
- Smart Health Benefits.
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We'll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
Synonyms
IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator