Reed Financial Services are pleased to be working with a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time IFA Administrator to join a friendly, busy and vibrant Service Team.
Location Trowbridge, Wiltshire (Office Based)
Working Days Monday to Friday 9am to 5pm
Starting Salary £27,000 - £31,000 depending on experience (plus discretionary quarterly bonus)
Sector Financial Services – IFA Administrator
Job Type Permanent, Full Time 37.5 hours per week
Minimum Requirements
* Experience working for an IFA in an admin support role
* Industry qualifications woudl be advantageous geous
* Part of a technical team within a financial services company
* Administration role within pensions/investments/insurance with high-level technical knowledge
Responsibilities
* Correspond with policy providers on behalf of the client
* Correspond and be a general liaison with the client
* Submit any new business on behalf of the client
* Facilitate the annual review process of our clients
* Process new client information in preparation for their first report meeting
* Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
* Basic admin duties
Company Benefits
* Bonus Structure TBC after 6 months’ probation
* Company Pension 5% enrolment
* Holiday Entitlement 23 days basic plus 8 bank holidays. 1 extra day 2 years’ service, a further 1 for 5 years’ service.
* Flexible sell and buy back up to 3 days.
* Group income protection
* Group life cover
* 2 paid sick days
* Flexible Fridays - option to work 8am-4pm
* Ongoing training and support with regular re-cap sessions
* Wellness Programme
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