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We are working with a national firm of Independent Financial Advisers to recruit an additional IFA Administrator. As a vital part of the support team, you’ll play a crucial role in supporting Paraplanners and Financial Planners in delivering outstanding service to clients.
Key Responsibilities:
- Prepare and process client review packs, portfolio reports, and financial planning documents.
- Handle new business applications, client instructions, and track transactions through to completion.
- Maintain accurate client records, proactively reviewing accounts to ensure data integrity.
- Collaborate with product providers and central teams to secure client information and manage submissions.
- Participate in weekly team meetings, contributing to process improvement initiatives.
- Assist with data management, compliance, and regulatory requirements to ensure adherence to company standards.
Essential Qualifications & Experience:
- Proven administrative experience in a financial services environment (Minimum 1 year).
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Strong organizational skills, accuracy, and attention to detail.
- Effective communication skills, both written and verbal.
- A proactive and flexible approach, with a commitment to continuous professional development.
Desirable Skills:
- Knowledge of Investment Wrap Platforms and Intelligent Office systems.
- Background in a small to medium-sized financial services setting, with a willingness to learn and adapt.
Benefits:
- Generous basic salary.
- Holidays: 25 days plus Bank Holidays, with the option to buy/sell additional days.
- Flexible working: Option to work from home after probation and training.
- Health and Wellness: Private Medical Insurance, Health Cash Plan, Life Assurance, and Group Income Protection.
- Pension: Competitive company-contributed pension scheme.
- Development: Funded training and professional membership support.
Bring your enthusiasm, initiative, and attention to detail to a role where you’ll have the opportunity to make a meaningful impact. If this sounds like the next step in your career, apply now to join our client in Bournemouth.
