IFA Administrator

13 Days Old

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Stoke on Trent; hybrid 12 days from homeSalary:£27,000 £30,000 DOE (full-time)Benefits:Professional industry exams paid for and study supported25 days holiday (excluding Bank Holidays)Holiday Purchase SchemeIn-House Training AcademyAnnual Salary ReviewDay off on BirthdayLife Assurance & PensionOpportunities to progress into Paraplanner or Adviser roles if desiredAbout the Company:We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression.Key Responsibilities:Act as the first point of contact for client enquiries regarding pensions, investments, and protectionCorrespond with clients verbally and in writingProcess new business applicationsAssist Paraplanners and Advisers in preparing client review packs (annual and tri-annual)Arrange client meetings and manage Advisers diariesComplete Portfolio Illustration requestsProvide back-office support and ensure administration is completed in line with company proceduresMaintain accurate, compliant client records on company softwareWhat Were Looking For:Previous experience in a Financial Planning administration role (essential)Minimum 23 years experience, able to hit the ground runningConfident in IT and office software packagesStrong organisational, planning, and communication skillsAbility to prioritise workloads effectivelyFlexibility and adaptabilityTeam player with a positive attitudeDesirable Skills:Working knowledge of Intelligent Office (IO) and other platform experienceUnderstanding of Model Portfolios / DFMsAnalytical and problem-solving skillsHow to Apply:Interested? Submit your CV today!If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit.Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.JBRP1_UKTJ
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Location:
Stoke-On-Trent
Job Type:
FullTime

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