We’re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed.
The Opportunity
This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business.
You’ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service.
What You’ll Be Doing
Preparing and processing new business applications
Managing Letters of Authority and provider requests
Obtaining pension, investment and protection information
Managing provider correspondence and following up on outstanding requests
Preparing meeting packs and presentations
Supporting advisers and paraplanners with case preparation
Assisting with suitability report preparation and business processing
Maintaining accurate client records and back-office systems
Liaising with clients, providers and professional connections
Monitoring and progressing business through to completion
Producing accurate documentation in accordance with regulatory standards
Using initiative to deal with matters in a timely and effective manner
What We’re Looking For Essential
Minimum 5 years’ experience within an Independent Financial Adviser (IFA) practice
Strong knowledge of pensions, investments and ISAs
Previous experience processing new business
Excellent attention to detail
Strong organisational and communication skills
Ability to manage multiple tasks and competing priorities
A proactive attitude and willingness to take ownership
Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint
Appropriate training will be provided where required.
Desirable
Experience ...
Financial Administrator - IFA firm in Fraserburgh employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
