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Senior IFA Administrator

Heat Recruitment
Posted 12 hours ago, valid for 6 days
Location

Bath, Somerset BA2 2QH, England

Salary

£28,000 - £2 per day

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Senior Administrator with a salary of up to £28,000.
  • The position requires previous experience in a similar role and proficiency in Microsoft Office products.
  • The working pattern is hybrid, with 2 days in the office and 3 days working from home.
  • Responsibilities include preparing client meeting packs, processing new business applications, and managing transaction updates.
  • Benefits include 25 days of annual leave, life assurance, a pension scheme with a 5% company contribution, and private medical insurance.

Job title: Senior AdministratorSalary: up to £28,000Working pattern: Hybrid - 2 days in the office, 3 at homeLocation: Bath / Cheltenham / Mansfield Reporting to: Client Support LeaderResponsibilities:

  • Assist with preparation of existing client annual review meeting packs
  • Work with centralised Administration team for processing new client and annual review post meeting packs.
  • Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information
  • Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
  • Keeping relevant parties regularly updated on the progress of outstanding transactions and managing any technical queries.

Requirements:

  • Previous experience of working in similar role
  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
  • Desire to deliver exceptional service at all times
  • Ability to consistently deliver within service standards.
  • Excellent organisational skills, flexible and proactive approach to succeed

Benefits:

  • 25 days annual leave plus bank holidays
  • Life Assurance:
  • Pension Scheme - 5% company contribution
  • Private Medical Insurance (Bupa)
  • Health Cash Plan (Medicash)
  • Income Protection: Monthly income provision if you're unable to work due to illness or injury.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.