At a Glance
- Tasks: Provide top-notch admin support to financial advisers and manage client records.
- Company: Join a respected financial planning business with a supportive culture.
- Benefits: Salary of £30,000-£35,000, ongoing training, and clear career progression.
- Other info: Four permanent roles available; develop into more technical positions over time.
- Why this job: Kickstart your finance career in a dynamic environment with real growth opportunities.
- Qualifications: 1-2 years' experience in finance or strong admin skills; CII diploma preferred.
The predicted salary is between 30000 - 35000 £ per year.
London Permanent | Full-time
Salary: £30,000-£35,000 per annum (DOE)
1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV.
Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.
The Role:
- Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.
Key Responsibilities:
- Managing and maintaining accurate client records and documentation
- Preparing and submitting applications in line with company procedures and compliance requirements
- Processing Letters of Authority (LOAs), fund switches and valuation requests
- Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
- Supporting the preparation of client review meetings and associated documentation
- Managing ongoing client review administration and processing follow-up actions
- Maintaining workflow and task lists to ensure service standards are met
- Assisting with reporting and month-end administration
- Attending team meetings and training to support your professional development
- Developing technical knowledge with the opportunity to handle more complex cases after your first year
About You:
We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You’ll ideally have:
- 1-2 years' recent experience within an IFA or Financial Planning environment
- Previous Financial Services or Financial Planning experience advantageous
- An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
- Excellent organisational, communication and interpersonal skills
- Strong attention to detail with excellent literacy and numeracy skills
- Good working knowledge of Microsoft Word and Excel
- The ability to prioritise workloads and work accurately under pressure
- A positive, professional and confidential approach to your work
- Knowledge of Intelligent Office would be beneficial but is not essential.
What's on Offer?
- Salary of £30,000-£35,000 DOE
- Four permanent opportunities available
- Excellent training and development
- Clear career progression within Financial Services
- Increased earning potential as your knowledge develops
Finance Administrator within IFA employer: GORDON YATES LTD
Join a highly respected financial planning business in Bath as a Finance Administrator, where you'll thrive in a supportive and professional environment. With a focus on ongoing training and genuine career progression, this role offers the chance to develop your skills and advance into more technical positions within Financial Services. Enjoy a friendly, collaborative culture that values your growth and provides a comprehensive benefits package, making it an excellent choice for those looking to build a rewarding long-term career.
