Job Description
Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team.
Key Responsibilities:
* Handle phone calls, enquiries, and requests efficiently
* Communicate with clients both verbally and in writing
* Process New Business applications
* Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
* Schedule client meetings and manage Advisers’ diaries
* Complete Portfolio Illustration requests
* Provide back-office support
* Ensure all financial planning administration is accurate and compliant with company procedures
* Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant
Key Requirements:
* Previous experience within a Financial Planning firm is essential
* CII Level 3 Qualification in Financial Administration preferred (training can be provided)
* Experience with IO and financial platforms
* Understanding of Model Portfolios/DFMs is an advantage
* Strong ability to prioritise and manage workloads effectively
* Excellent communication, planning, and organisational skills
* Analytical mindset with strong problem-solving abilities
* Flexible, adaptable, and confident in IT and office software
* Team player with a positive attitude
Benefits:
* Professional industry exams funded, with study support
* 25 days holiday (plus Bank Holidays)
* Holiday Purchase scheme
* Access to an In-House Training Academy
* Annual salary review
* Day off on your birthday
* Life Assurance & Pension
* Opportunities to progress to Paraplanner or Adviser roles