At a Glance
- Tasks: Support Independent Financial Advisers with administrative tasks and client communications.
- Company: Established national IFA firm with a focus on wealth planning.
- Benefits: Competitive salary, bonus scheme, flexible benefits, and hybrid working options.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Previous administrative experience and strong organisational skills required.
The predicted salary is between 30000 - 30000 £ per year.
A well-established national IFA firm is seeking a Financial Planning Administrator to join its growing Wealth Planning team based in Inverness.
The Role
You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.
Key responsibilities include:
- Processing and managing Letters of Authority
- Preparing client valuations and quotations
- Processing and tracking new business applications
- Chasing providers and following up on outstanding cases
- Producing client review packs and supporting annual reviews
- Liaising with clients, advisers and product providers
- Maintaining accurate client records and ensuring regulatory compliance
Requirements
To be considered for this position, you should have:
- Previous experience as an Administrator
- Excellent organisational and communication skills
- The ability to manage multiple tasks and deadlines effectively
Package
Basic salary up to £30,000, generous discretionary bonus scheme, flexible benefits allowance, pension scheme, hybrid working arrangement.
Financial Planning Administrator - Inverness (hybrid) employer: MI Search Ltd Careers
Join a respected national IFA firm in Leamington Spa, where you will thrive in a professional and supportive wealth management environment. With a generous salary, flexible working arrangements, and a commitment to employee growth, this company offers a unique opportunity to develop your career while enjoying a balanced work-life dynamic. Experience a culture that values collaboration and excellence, making it an ideal place for dedicated professionals seeking meaningful employment.
