Administrator Financial Services

The Role
This is a not-to-be-missed opportunity for you as an IFA administrator. As an IFA administrator, you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation, and timekeeping. These are crucial for a financial business, and you will be in charge of ensuring that every task is carried out as instructed, all while maintaining contact with the relevant people.

The Business
Our client is an independent firm with offices in both the Southwest and London. They provide a top-class service to both individuals and companies on all aspects of financial planning. Our client’s business has been built on their quality, unbiased, and professional guidance. You will be helping deliver this service to their customers and helping them to achieve their financial goals by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis.

A Typical Day

1. Dealing with incoming enquiries
2. Updating Client files on the back-office system
3. Processing applications and obtaining valuations
4. Proofreading and sending Suitability Reports to clients
5. Liaising with Clients and Providers
6. Co-ordinating workflow
7. Sending Letters of Agreement

What You Need
You will ideally have 2 years prior experience working as an Administrator in the Financial Services industry or similar, with a basic technical knowledge and relevant qualifications. You should be able to pick up technical information with ease, ideally with a good general understanding of both pensions and investments. In return, you will have the opportunity to join a small friendly team and be given support to progress a career within financial services.

Apply now to avoid missing out on this rare opportunity to join a fantastic company.

Job Info

Job Title: IFA Administrator

Company: CV-Library

Location: Bath, Somerset

Posted: [Insert Date]

Closes: Jan 18th 2025

Sector: Financial Services

Contract: Permanent

Hours: Full Time

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