Benefits:
* Hybrid working (Mainly working from home)
* Performance-based bonus
* Workplace Pension
* 28 days including bank holidays
About the Company
An established successful Financial Services Company based in the Rugby area is seeking an experienced and detail-oriented IFA Administrator to join their team. The successful candidate will provide vital administrative support to the Independent Financial Adviser, ensuring the efficient management of client records, documentation, and communication. This is an excellent opportunity for an individual looking to grow within financial services in a supportive and client-focused environment.
Summary of the Role:
* Preparation and processing of new business applications (pensions, investments, protection, etc.)
* Managing annual client reviews and maintaining up-to-date documentation
* Liaising with clients, product providers, and advisers to obtain and chase outstanding information
* Maintaining accurate and current client records using CRM system Intelligent Office
* Obtaining quotes, illustrations, and valuations from providers
* Preparing meeting packs and reports for the adviser
* Ensuring all tasks are compliant with FCA regulations and company procedures
* Supporting the adviser with various ad-hoc administrative tasks
Key Qualities and Skills Required:
1. Previous exper...