At a Glance
- Tasks: Support financial advisers by managing client records and processing applications.
- Company: Established financial advice business focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a dynamic and compliant environment.
- Why this job: Join a growing firm and make a difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes.
Role Responsibilities:
- Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers.
- Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings.
- Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements.
- Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards.
- Act as a contact point for clients and third parties, handling queries efficiently and professionally.
- Support advisers and paraplanners to ensure tasks are completed in a timely manner.
- Carry out all duties in line with regulatory expectations and internal compliance procedures.
Do you have the following to apply? Previous experience in an administrative role within financial planning.
IFA Administrator employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
