Job Role
As a Administrator you will be working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records. Learn all aspects of the business and become a valued member of the team and pass industry-based exams. You will be expected to keep up to date with legislative and industry changes which affect the business and its clients. There will be client contact but you are not authorised to give advice.
Responsibilities
- Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers
- Dealing with clients both on the telephone and face to face
- Dealing with complex cases, creating reports to accurately articulate the advice provided
- Researching, creating compelling, accurate and professional reports for client
Skills and Qualifications
- Efficient in problem solving
- Ability to analyse information with a critical mind set
- Proven experience in decision making
- Ability to build relationships with key stakeholders
- Technically proficient
Benefits
- Company pension scheme
- Death in service
- 25 days annual leave, increasing to 30 days with length of service
- Flexible Benefits
- Access to Electric Vehicle scheme (subject to scheme rules)
- Market leading enhanced family friendly policies
- Cycle to work scheme
Equal Opportunities
Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
IFA Administrator - Peterborough employer: Fairstone Group
Join a dynamic and supportive team as an Administrator in a thriving financial services environment, where your contributions directly impact client satisfaction and operational efficiency. With a strong emphasis on employee growth, we offer comprehensive development opportunities, flexible benefits, and a generous leave policy that rewards your commitment over time. Our inclusive work culture fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
