Finance Administrator within IFA

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.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we’d love to hear from candidates who are keen to learn and build a rewarding career.

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:

• At least 1 year's administration experience within a busy office environment
• Previous Financial Services or Financial Planning experience would be advantageous but is not essential
• An interest in developing a long-term career within Financial Services - this will need to be demonstrable within 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
• Company benefits package
• Friendly, collaborative and professional working environment

This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.

Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged.

Apply today to be considered.