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- Annual Salary: Competitive, dependent on experience
- Location: Westbury on Trym, High Street
- Job Type: Full-time
Join a well-established IFA firm that is experiencing substantial growth. We are seeking a full-time Financial Planning Administrator to support our team. This role is ideal for a confident self-starter with 1-2 years of experience in financial services administration, preferably within an IFA setting.
Day-to-day of the role:- Maintain all client records accurately and methodically.
- Prepare client files for meetings and manage letters of authority requests and processing.
- Act as the client’s contact to providers and ensure money laundering checks are carried out.
- Process application forms and client cheques, keeping clients informed of progress and sending any required documentation efficiently.
- Carry out monthly policy valuation updates on the client database.
- Produce accurate valuation reports and be the first point of contact for administration-related queries from clients.
Essential:
- Proven commitment to previous employers.
- Excellent communication skills, both verbal and written.
- Self-motivated with the ability to work and think independently.
- Understanding of the financial planning process and ability to work within agreed business processes.
- High attention to detail and accuracy.
- Good IT skills and ability to work methodically.
- Ability to work to agreed outcomes without supervision and as part of a team.
- Previous experience working in an IFA company.
Desirable:
- Experience using Intelliflo database.
- Working towards Level 4 – Diploma in Financial Planning/Regulated Financial Planning.
- CF1 certificate.
- Competitive salary dependent on experience.
- Bonus structure.
- 23 days holiday plus bank holidays.
- Pension scheme.
- Exam support.
- Friendly and supportive team environment with regular team activities.
- Work from home one day a week, once probation is passed.
To apply for this Financial Planning Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
