IFA Admin

Fram Search

Posted a day ago, valid for a month

Bridgwater, Somerset TA70BE, England

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

A Financial Planning firm in Somerset is seeking an IFA administrator to provide comprehensive administrative support to their team.
The role requires at least a few years of administration experience within an IFA setting and familiarity with back-office systems like IO and VC filing.
The successful candidate will be responsible for responding to advisor and client queries, ensuring timely delivery of tasks, and proactively adding value.
A salary is not explicitly mentioned, but the firm emphasizes career progression and professional development opportunities.
Strong customer service skills and effective communication are essential, with the potential for involvement in internal projects and committees.

IO experience
Administration support
Career progression

Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire an IFA administrator to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting circa 10 financial advisors and 4 Paraplanners, allowing you to get to know the clients, financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. You will be focused on timely delivery of work in line with daily tasks and are responsible for ensuring that our advisors and clients receive the best administration support; proactively searching for opportunities to add value. Some of the responsibilities:

Respond to Advisor/client queries promptly.
Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues, or clients.
Vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principals or working practices.
Actively explore the opportunities available to get involved with work in other service lines or offices. This can include participation in the firm’s steering committees or advisory groups.
Seek involvement in projects to develop internal processes.
Take an active role in team meetings and discussions.
Complete ownership of your own time and work with effective reporting and communication with your peers.
Consistently demonstrating going the extra mile for Advisors/clients to exceed their service expectations.
Increase your technical knowledge.
Assist with administrative duties as required by the firm.

An ideal candidate will have at least a few years’ administration experience within an IFA. A good knowledge of back-office systems such as IO and VC filing along with Word, Excel and Outlook. excellent customer service, written and verbal communication skills. Ideally some RO qualifications but this is not essential as our client will help with professional development.

Apply now in a few quick clicks

IFA Admin

Company Secretary

Trust Secretary

Company Secretary NHS