At a Glance
- Tasks: Support Financial Advisors with admin tasks and client queries in a friendly team.
- Company: Established financial planning firm in Swindon with a supportive culture.
- Benefits: Up to £30k salary, 21 days holiday, 5% pension, and full training provided.
- Other info: Full training available for those looking to transition into Financial Planning.
- Why this job: Join a dynamic team and kickstart your career in financial planning.
- Qualifications: Experience in Financial Planning or administration in Financial Services preferred.
The predicted salary is between 30000 - 30000 £ per year.
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Responsibilities
- Preparing relevant paperwork for client meetings.
- Submitting online applications.
- Processing business and submitting to providers.
- Handling client queries.
- Collating research for recommendation.
- Using quotation systems for Mortgage, Protection, Investment products.
- Producing suitability letters and reports requested by the Adviser.
- O&M Research.
- Buy / Sell upon client / adviser instruction.
- Handling of Deaths, Wills, Executors, etc.
Qualifications
The ideal candidate will have previous experience in Financial Planning. Candidates with administration experience from other areas of Financial Services who desire to move into Financial Planning will also be considered, as full training can be provided.
Salary & Benefits
Salary Information: Up to £30k depending on experience.
Benefits: 21 days holiday, 5% pension, 4 x DIS.
Contact
Contact: Karen Cummins Reference: KC/** #J-18808-Ljbffr
Area Manager, Customer Fulfillment in Daventry employer: Talent - sponsored
Join a well-established financial planning firm in Swindon, where you will be part of a supportive and friendly team dedicated to delivering exceptional service. With opportunities for professional growth and comprehensive training provided, this role not only offers a competitive salary and benefits package but also fosters a collaborative work culture that values each employee's contributions. Experience the unique advantage of working in a thriving community that prioritises both personal and professional development.
