Financial Services IFA Administrator

My client is a very reputable and well-established financial planning and wealth management practice based just outside of Norwich (East). They are currently looking for a Financial Services Administrator. While someone with Financial Planning Practice experience would be very desirable, my client is open to someone who is keen to join the sector and feels confident, with previous experience in administration and working with numbers.

The Role

This is a wide-ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified Financial Advisers. The successful applicant’s duties would include the following:

1. Prepare client valuations and review packs.
2. Process post-review related paperwork and prepare relevant correspondence.
3. Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner.
4. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
5. Ensure all client records and data are maintained accurately.
6. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
7. Send out letters of authority and correspondence to clients, professional introducers, and other third parties.
8. Prepare new client meeting packs.
9. Other general administration duties as assigned.

Experience

• A minimum of 1 year working in an administrative position (desirable).
• IFA practice experience (desirable).
• Confident in the use of Microsoft Office.
• Confident with numbers and working to a high degree of accuracy.
• Ability to work unsupervised (following training).

Benefits

• Office hours are 9am-5pm, Monday to Friday.
• Hybrid working is available post-probation.
• 28 days holiday, including closure between Christmas and New Year plus Bank Holidays.
• Death in service 4 x salary, Pension.
• Free Parking (outside office).
• Bonus scheme based on company performance, entitlement after probation period completed.
• Pension 5% Employee + 5% Employer contribution.