Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow
As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and capable individual who is comfortable being drafted in to assist with providing excellent administrative support to the regional IFAs. Reasons for gaps in workflow could be team sickness, gap between recruitment drives, regional overload of work etc
Therefore, you will have a very varied role, with lots of change. However your core function will mainly be focused around providing day-to-day support and servicing to clients throughout the holistic financial planning journey. You will be working on a hybrid arrangement from the regional office closest to you, providing your support remotely.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
Providing proactive support to their Financial Advisors
Managing the Financial Advisor's diary and arranging client meetings
Contacting clients through various methods to ensure the advice process is not held up
Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
Prepare meeting packs and information ahead of client appointments
Process new business
Key illustrations, projections and valuations
IFA Administrator Requirements
You should have experience as an Administrator within a financial planning firm
You should have good knowledge of financial planning processes and how a Financial Advisor operates
You should be comfortable and confident when contacting clients
You should be confident picking up cases mid process and being able to maintain great client service
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
IFA Client Support Administrator Benefits
Salary of £28,000 - £32,000 depending on experience
Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
Hybrid working after being signed off as competent (typically in line with probation sign off)
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
Hybrid working, available to be based in any of the following office locations:
Glasgow
Falkirk
Newcastle
Northallerton
Wirral
St Helens
Warwick
Cheltenham
Borehamwood
Swanley
Westerham
Cardiff
Arundel
Reading
Call us now on 0208 0044 154 or click Apply
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