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IFA Administrator - Bracknell

Blakemore Recruitment
Posted 15 hours ago, valid for 25 days
Location

Bracknell, Berkshire RG42 2HJ

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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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  • We are seeking an experienced IFA administrator for a Financial Planning practice in Bracknell.
  • Candidates must have at least five years of experience working within a Financial Planning practice, preferably with knowledge of Intelligent Office.
  • The role involves general administration tasks, client interaction, and supporting the administration team in daily operations.
  • Strong IT skills and proficiency in Microsoft Office are essential, along with excellent communication abilities.
  • The position offers a competitive salary, commensurate with experience and qualifications.

We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.

This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.

Key Requirements and Skills:

They will be part of an administration team, supporting in all day-to-day tasks. This will include

  • General Administration duties
  • handling incoming mail, scanning, filing
  • arranging client meetings
  • preparing client files for meetings
  • processing new business
  • maintaining client files, database management
  • corresponding with clients
  • the updating of fact finds and AML checks
  • preparing valuations
  • obtaining quotations
  • liaising with providers

It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.

Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.

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.