Role: Financial Planning Administrator
Location: Chippenham
Salary: £ Negotiable
The Opportunit y
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.
Role Overview
The successful candidate will provide essential administrative support to the firms 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 requiremen ts.
Candidate Skills
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 syst ems.
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.
Some of the Benefits on offer include:
- Strong holiday allowance
- Private Medical Insurance
- Life Assurance
- Pension Scheme
- CII Exams & Membership funding
