Location
Houghton le Spring
Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref88497
IFA Administrator Houghton Le Spring up to £35,000 (Flexible Working Options)
Are you an experienced and highly organised IFA Administrator looking for a new challenge in a thriving Durham firm? Do you value a healthy work-life balance and the flexibility to manage your schedule? If so, we want to hear from you!
We are seeking a dedicated and proactive IFA Administrator to join our growing financial planning team in Durham. You will play a crucial role in supporting our Independent Financial Advisers and ensuring our clients receive exceptional service.
About the Role:
This is an excellent opportunity for an Administrator with a passion for financial services to contribute to a collaborative and client-focused environment. You will be instrumental in providing comprehensive administrative support, helping our advisers deliver top-tier financial planning solutions to our clients.
Key Responsibilities:
1. Processing new business applications and managing existing client accounts.
2. Preparing client documentation, including illustrations, valuations, and review packs.
3. Liaising with product providers and third parties to obtain necessary information.
4. Maintaining accurate client records and updating CRM systems (experience with Intelliflo is a plus!).
5. Handling client queries efficiently and professionally, both verbally and in writing.
6. Supporting advisers with diary management and meeting preparation.
7. Ensuring compliance with FCA regulations and internal procedures.
What Were Looking For:
8. A minimum of 2 years of experience in an IFA administration role or similar within financial services.
9. Strong organisational skills and exceptional attention to detail.
10. Excellent communication and interpersonal skills.
11. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
12. A proactive and adaptable approach to work.
13. A genuine desire to deliver outstanding client service.
14. Knowledge of pensions, investments, and financial planning processes is highly desirable.
Salary & Benefits:
15. Competitive salary up to £35,000 per annum, depending on experience.
16. Flexible working options to support your work-life balance (e.g., hybrid working, compressed hours, or part-time arrangements can be discussed).
17. Opportunities for professional development and support for further qualifications (e.g., CII exams).
18. A supportive and friendly team environment.
19. Pension scheme.
20. Generous holiday allowance.
Location: Durham, UK
If youre a skilled IFA Administrator ready to make a significant impact in a forward-thinking firm that values its employees, we encourage you to apply!