IFA Administrator

IFA Administrator - Chesham, South East England

Ref: 1218Friday 12 April 2024

£23,000 - £28,000

Are you an experienced Financial Administrator looking for your next challenge? We have an exciting opportunity for you to join our expanding team at a National IFA firm as a valued member of our team.

As the point of contact for client queries, you'll be responsible for providing a first-class service to both internal and external parties. You'll work closely with product providers and be responsible for all aspects of general office administration, ensuring a seamless and efficient service.

The salary range for this role is £23,000 - £28,000. You'll also benefit from 25 days of holiday (with additional days for length of service), plus Bank Holidays, Birthday Leave, a Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare. You will also be provided the opportunity to study for your CII exams and these are fully paid for. 

 

Key Responsibilities:

Liaising with clients both verbally and in writing

Processing new business and preparing client review packs

Arranging client meetings and managing the adviser's diary

Handling illustration requests and maintaining accurate client records

Back-office support and ensuring all financial planning client administration is carried out in accordance with the firm's procedures

Taking phone calls, inquiries, and requests and handling them appropriately

Any additional reasonable responsibilities that may arise due to the nature of the business

 

Requirements:

Previous experience working in a Financial Planning firm is essential

Ability to manage and prioritise workloads and excellent planning, organisational and multi-tasking abilities are essential

Excellent communication skills at all levels, including the ability to produce concise business correspondence with a high degree of accuracy

If you're ready to take on your next challenge and join a company that values its employees, we encourage you to apply for this fantastic opportunity today.

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