At a Glance
- Tasks: Manage client onboarding and financial planning tasks while ensuring top-notch service.
- Company: A supportive, independent IFA firm experiencing exciting growth.
- Benefits: Flexible hours, hybrid working, 25 days holiday, health cash plan, and social events.
- Other info: Learn from experienced professionals and progress towards becoming an IFA.
- Why this job: Join a dynamic team and shape your future in client services with growth opportunities.
- Qualifications: 3+ years as an IFA Administrator with knowledge of financial regulations.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking for a role with genuine flexibility and the opportunity to shape your future?
We are looking for someone to join at an exciting time of growth.
With a new Director in role for over a year we've already seen growth in our numbers and process changes to support our very high client service standards.
We're proud of being a truly independent firm and our tailored approach to our client work.
We're looking for someone with 3+ years of experience as an IFA Administrator, the role will have the following responsibilities:
Oversee and manage daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.
Prepare and process new business applications across pensions, investments, protection and tax wrappers.
Liaise with providers and third parties to obtain valuations, policy information and resolve queries.
Liaise with clients, as and when required, to provide a high level of customer service.
Ensure all documentation is complete, compliant and accurately recorded in line with FCA requirements.
Maintain and update client records on back-office systems Produce and quality-check client letters, reports and review packs for adviser meetings.
Assist with compliance-related duties, including file checks and audit preparation.
Act as a point of escalation for junior administrative staff, providing training, guidance and quality assurance.
Support paraplanners (internal or external) and financial advisers to ensure seamless client service delivery.
Contribute to process improvements and maintain internal procedural documentation.
Having previous experience in a similar role, a sound knowledge of the regulation relating to Financial Services is required.
What's in it for you? * Working for a highly experienced and supportive IFA/Director, you'll learn from the best * The role is full time, 37.5 hours per week.
We offer flexibility around when those hours are worked and offer hybrid working * 25 days holiday, with the opportunity to buy/sell up to five days * Health cash plan after successful probationary period * Death in service insurance of 4 x salary after probationary period * Flu vaccinations * Social events with our sister company * Learning opportunities to fit you This role comes with the opportunity to become the centre of our client services and to excel in that area.
We're supportive of someone wanting to thrive in that role and equally supportive of them wanting to do that and then study to take the role further, potentially up to IFA, should they wish.
As a growing business, we want to progress the people within it.
FOR CONFIDENTIALITY PURPOSES PLEASE ONLY CONTACT US USING THIS PLATFORM.
TPBN1_UKTJ
IFA Administrator employer: Harris & Co
Join a dynamic and independent firm that prioritises flexibility and employee growth, making it an excellent employer for IFA Administrators. With a supportive leadership team and a commitment to high client service standards, you'll have the opportunity to develop your skills in a collaborative environment while enjoying benefits like hybrid working, generous holiday allowances, and health plans. This role not only allows you to excel in client services but also supports your aspirations for further professional development, potentially leading to an IFA qualification.
