At a Glance
- Tasks: Support financial advisers with new business processes and manage client applications.
- Company: Reputable Independent Financial Advisory firm in Colchester with a supportive team.
- Benefits: Competitive salary, flexible start date, and a collaborative work environment.
- Other info: Fast-paced role with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong organisational skills.
The predicted salary is between 30000 - 34000 £ per year.
Location: Colchester
Contract: Permanent
Salary: 30,000 - 34,000 per annum
Start Date: Flexible
Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firm based in Colchester for an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships.
You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.
Key Responsibilities:- Processing new business applications for both new and existing clients
- Managing pension and ISA transfers from initiation through to completion
- Handling trust applications and inheritance tax planning cases
- Processing tax wrapper switches and withdrawals
- Setting up investment income and pension income
- Managing Letters of Authority and annuity applications
- Submitting applications and ensuring accurate completion across all systems
- Tracking cases and providing updates through to completion
- Liaising with providers and clients throughout the process
IFA Administrator in Essex employer: Service Care Solutions
Join a well-established Independent Financial Advisory firm in Colchester, where a supportive and collaborative work culture fosters personal and professional growth. With a commitment to delivering high-quality wealth management services, employees benefit from a dynamic environment that encourages teamwork and offers opportunities for career advancement. This role not only provides a competitive salary but also the chance to be part of a dedicated team that values strong client relationships and excellence in service.
