At a Glance
- Tasks: Provide admin support to financial advisers and manage client records.
- Company: Join a well-established financial advisory firm in a supportive team.
- Benefits: Enjoy competitive salary, pension scheme, private medical insurance, and 26 days holiday.
- Other info: Office-based role with ongoing training and bi-annual company trips.
- Why this job: Gain valuable experience in financial services with opportunities for progression.
- Qualifications: 2+ years in financial services admin and strong understanding of financial products.
The predicted salary is between 30000 - 35000 £ per year.
Location: Kingsley Office (Office based)
Salary: £30,000 - £35,000, dependent on experience
Benefits:
- Competitive salary
- Pension scheme
- Death in Service cover
- Income Protection
- Private Medical Insurance
- Approximately 26 days holiday plus bank holidays
- Fully funded professional exams
- On-site parking
- Bi-annual company trips abroad (with alternate UK-based trips in other years)
- Ongoing training and development opportunities
About the Company:
We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration.
Key Responsibilities:
- Providing comprehensive administrative support to a team of financial advisers
- Processing new business applications across pensions, investments, and protection products
- Managing client records and ensuring all documentation is accurate and up to date
- Using Intelligent Office (IO) to manage workflows, client data, and administration tasks
- Liaising with product providers such as Fidelity, Aviva, and Quilter
- Processing contributions, withdrawals, fund switches, and fee calculations
- Preparing client review packs and supporting documentation
- Monitoring cases through to completion, ensuring timely progression
- Handling client and provider queries in a professional and efficient manner
- Supporting compliance with FCA regulations and internal procedures
- Assisting the wider administration team where required
What We're Looking For:
- Minimum of 2 years experience in a financial services administration role (IFA or wealth management)
- Strong understanding of financial products including pensions, investments, and protection
- Experience using Intelligent Office (IO)
- Strong organisational skills with excellent attention to detail
- Confident communication skills, both written and verbal
- Ability to manage workload effectively and prioritise tasks
- A proactive, self-motivated approach
- Strong team player with a professional attitude
- Must be able to work fully office based (non-negotiable)
Desirable Skills:
- Experience working with provider platforms such as Fidelity, Aviva, and Quilter
- Exposure to fund switches, rebalancing, and risk profiling
- Knowledge of FCA compliance processes within an advisory environment
- Interest in progressing towards paraplanning or further technical development
How 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. We'll 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 haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Bordon employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bordon
✨Tap into Campus Networks
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We think you need these skills to ace IFA Administrator in Bordon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
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How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
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✨Network with Industry Professionals
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