IFA Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to £33,000 + Bonuses + Benefits
Have you gained good administration experience within a Financial Services environment?
Have provided administration support to IFAs?
Interested in joining a growing firm that like to develop their staff?
Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time IFA Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.
Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.
The role will primarily see you assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors. Moe specifically, the role entails some of the following;-
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 the clientsThe successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.
High level of experience in administration within a financial sector is required for this role.
For example:
Has worked/working for an IFA
Part of a technical team within a financial services company
Administration role within pensions / investments / insurance
Excellent IT skills in MS Word & Excel
Professional telephone manner and superb customer service skills
Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful