Financial Administrator - IFA firm

We’re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed.

The Opportunity

This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business.

You’ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service.

What You’ll Be Doing

• Preparing and processing new business applications
• Managing Letters of Authority and provider requests
• Obtaining pension, investment and protection information
• Managing provider correspondence and following up on outstanding requests
• Preparing meeting packs and presentations
• Supporting advisers and paraplanners with case preparation
• Assisting with suitability report preparation and business processing
• Maintaining accurate client records and back-office systems
• Liaising with clients, providers and professional connections
• Monitoring and progressing business through to completion
• Producing accurate documentation in accordance with regulatory standards
• Using initiative to deal with matters in a timely and effective manner

What We’re Looking For

Essential

• Minimum 5 years’ experience within an Independent Financial Adviser (IFA) practice
• Strong knowledge of pensions, investments and ISAs
• Previous experience processing new business
• Excellent attention to detail
• Strong organisational and communication skills
• Ability to manage multiple tasks and competing priorities
• A proactive attitude and willingness to take ownership
• Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint

Appropriate training will be provided where required.

Desirable

• Experience using Intelligent Office
• Previous Technical Administrator experience
• CII qualifications or currently studying towards relevant qualifications
• Experience supporting paraplanners or advisers

What We Offer

• Competitive salary based on experience
• Company pension
• Private medical insurance
• Annual bonus scheme
• Referral programme
• Ongoing training and development
• Career progression opportunities
• Support towards professional qualifications
• Modern office environment
• Friendly and supportive team environment

If you’re looking for an exciting new challenge and want to develop your career within a dynamic and growing wealth management business, we’d love to hear from you.