Job Description
IFA Administrator
Wellington
£26,000 – £28,000
The Role
An exciting opportunity has arisen for a Financial Planning Administrator to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.
The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.
Key Responsibilities
Client Servicing
* Act as a friendly and professional point of contact for client enquiries via phone, email and in person
* Organise meetings for both existing and prospective clients and assist with managing adviser diaries
* Liaise with clients regarding administrative queries and service requests
* Manage client expectations and service requirements to ensure a high level of client satisfaction
* Ensure action points from client meetings are diarised and followed up
Processing New Business
* Prepare meeting packs, including documentation for new business sign-ups
* Complete, submit and follow up applications, ensuring cases are processed in a timely and compliant manner
* Check documentation for accuracy and completeness
* Request required documentation from clients and issue policy documents
* Obtain quotes and policy details for advisers
* Process fund switches, rebalances and other transactions accurately within agreed timescales
What’s in it for you?
* Genuinely competitive salary up to £28,000
* Death in Service
* Income Protection
* Salary Sacrifice Schemes
* Opportunities for growth within a Chartered financial planning firm
* 25 days holiday + Bank Holidays
* Flexi Hours
Knowledge & Experience
Required:
* Previous administrative experience within financial services
* Excellent interpersonal and communication skills
* Ability to communicate clearly both verbally and in writing
* Strong organisational skills with the ability to prioritise workload
* Ability to work effectively within a regional team using both face-to-face and digital communication
* Strong computer literacy and ability to learn new systems
* Excellent time management and reliability
This is a great opportunity for someone looking to develop their career within a supportive and professional financial services environment while working closely with advisers and clients.
Apply today via NJR Recruitment or call quoting the reference NJR16523
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.