At a Glance
- Tasks: Support financial planners with client onboarding and administrative tasks.
- Company: Join a forward-thinking independent financial planning firm in Chippenham.
- Benefits: Enjoy strong holiday allowance, private medical insurance, and funding for professional exams.
- Other info: Proactive attitude and willingness to learn are key to success in this role.
- Why this job: Kickstart your career in finance with a supportive team and growth opportunities.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.
The successful candidate will provide essential administrative support to the firm's financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm.
Key Responsibilities:- Client onboarding and processing new business applications
- Servicing existing clients by helping with enquiries and questions
- Liaising with providers to obtain policy information and updates
- Preparing documentation for client meetings, including valuations and reports
- Income processing such as reconciling fee statements and invoicing clients
- Supporting the team with compliance and regulatory requirements
Essential:
- Previous experience in a similar IFA, wealth management or financial services administration role
- Strong organisational and communication skills
- High level of accuracy and attention to detail
- Proficient in Microsoft Office and CRM systems
Desirable:
- Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent)
- Experience with Intelliflo would be advantageous
- A proactive attitude and willingness to learn and grow within the role
- Strong holiday allowance
- Private Medical Insurance
- Life Assurance
- Pension Scheme
- CII Exams & Membership funding
IFA Administrator in Swindon employer: GROVE TALENT SOLUTIONS LTD
Join a modern and professional Independent Financial Planning firm in Marlborough, where collaboration and technical expertise are at the heart of our work culture. We offer competitive salaries, hybrid working options, and ample opportunities for employee growth, ensuring that you can thrive both personally and professionally in a supportive environment.
Contact Details:
GROVE TALENT SOLUTIONS LTD Recruitment Team
