At a Glance
- Tasks: Support Independent Financial Advisers with administrative tasks and client management.
- Company: Established national IFA firm with a growing Wealth Planning team.
- Benefits: Competitive salary up to £30k, flexible benefits, and bonus opportunities.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong knowledge of pensions and investments.
The predicted salary is between 27000 - 33000 £ per year.
A well-established national IFA firm is seeking an experienced 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 a Financial Planning Administrator within an IFA or wealth management environment
- Strong knowledge of pensions, investments and financial planning administration processes
- Experience using platforms
- Excellent organisational and communication skills
- The ability to manage multiple cases and deadlines effectively
Financial Planning Administrator - Inverness (hybrid) - Basic to £30k + flex bens and bonus employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
