At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client service.
- Company: Join a growing Financial Planning team with a focus on client satisfaction.
- Benefits: Competitive salary of £30,000 and opportunities for professional growth.
- Other info: Dynamic role with a chance to enhance your skills in a supportive environment.
- Why this job: Be a key player in helping clients achieve their financial goals.
- Qualifications: Experience supporting Financial Advisers and proficiency in financial platforms required.
The predicted salary is between 31500 - 38500 £ per year.
Salary
£30,000
Due to continued business growth, an opportunity has arisen for an experienced IFA Administrator to join a growing Financial Planning team.
This is a varied and rewarding position supporting Paraplanners and Financial Advisers in delivering high-quality, compliant advice to clients.
Key Responsibilities
- Work closely with Financial Planners and the support team to deliver excellent client service.
- Act as a key point of contact for clients, communicating clearly, professionally, and proactively.
- Maintain accurate back-office systems and client records.
- Process business in line with internal procedures, including AML documentation.
- Prepare documentation, valuations, and reports for client meetings.
- Process applications, transfers, new business submissions, and service existing policies (including fund switches, withdrawals, and amendments).
- Liaise with product providers and third parties to manage client requests efficiently.
- Candidate Requirements
- Experience directly supporting Financial Advisers.
- Experience using financial platforms and industry tools to produce illustrations and documentation.
- Proficient in Microsoft Word, Excel, and Outlook.
- Strong working knowledge of Intelligent Office or similar back-office systems.
- Excellent attention to detail with strong written a...
IFA Administrator in Sheffield employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
