At a Glance
- Tasks: Support Financial Advisers with admin tasks and client documentation.
- Company: Join a growing financial planning firm with a supportive culture.
- Benefits: Competitive salary, career development, and a professional environment.
- Other info: Dynamic role with opportunities for growth and learning.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: 1-2 years experience in financial services and strong organisational skills.
The predicted salary is between 25000 - 32000 £ per year.
We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment.
Key Responsibilities
- Providing administrative support to Financial Advisers and Paraplanners.
- Preparing client documentation and application forms.
- Processing new business submissions and monitoring progress through to completion.
- Liaising with clients, providers, and third parties to obtain information and updates.
- Maintaining accurate client records and ensuring all documentation is compliant.
- Scheduling client meetings and managing adviser diaries.
- Producing valuations, review packs, and client correspondence.
- Assisting with ongoing servicing and annual review processes.
Requirements
- 1-2 years experience in an IFA, wealth management, or financial planning administration role.
- Good understanding of pensions, investments, and protection products.
- Strong organisational skills and attention to detail.
- Excellent communication skills, both written and verbal.
- Proficient in Microsoft Office and CRM/back-office systems.
- Ability to prioritise workload and work effectively.
IFA Administrator employer: Adecco
Join a dynamic financial planning firm that values your growth and development as an IFA Administrator. With a supportive work culture, competitive salary, and opportunities for professional advancement, you'll thrive in an environment that prioritises teamwork and client satisfaction. Located in [Location], this role offers the chance to make a meaningful impact while enjoying a balanced work-life experience.
