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TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:IFA Administrator
Location:Bury St Edmunds / Ipswich
Life Cover
Income Protection
Cycle to Work Scheme
Competitive Salary
Hybrid Working
Electric Vehicle Scheme
Free Parking, Free Drinks, Free Fruit
Progression Opportunities
Salary:£27,000 to £31,000 (Dependent on Qualifications and Experience)
About the Company:Our client is a well-established financial advisory firm, founded in 1988. With a strong reputation for delivering tailored financial solutions, the company offers a comprehensive range of services, including investment management, retirement planning, estate planning, and employee benefits advice. They specialize in providing exceptional financial services to individuals, businesses, and trusts.
Day-to-Day Duties:Client Review Packs:Generate and compile accurate client review packs, ensuring all necessary checks are completed.
Timely Information:Provide timely and accurate information, liaising with providers and third parties as needed.
Client Record Management:Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
Team Communication:Keep Financial Planners and team members informed of progress, escalating any concerns or complaints as they arise.
Weekly Reviews:Hold weekly review meetings with Financial Planners to discuss priorities and address any issues.
Client Meeting Support:Prepare for and attend client meetings to support Financial Planners, presenting parts of the meeting (2-3 times a year).
Pre/Post-Reviews:Conduct pre- and post-reviews, delegating tasks to junior team members where appropriate. Ensure meeting notes are issued promptly and actions are completed.
Team Development:Support and mentor junior team members to enable them to undertake tasks that benefit both the team and clients.
New Business Due Diligence:Complete due diligence for all new business, following the checklist, and generating platform calculators to outline costs.
Suitability Letters:Generate template suitability letters from IO, completing factual client and plan details. Liaise with the Lead Support or Senior Financial Planner Support for assistance as needed.
Cash Weightings:Work with Financial Planners to ensure cash weightings are checked and actioned weekly.
Opportunity Management:Ensure IO is updated regularly with added and maintained opportunities.
Client Instructions:Process all client instructions using the advice flow, checklists, and IO event lists.
Personal Development:Participate in projects and tasks to support your development.
Experience:
At least two years of administration experience in a financial planning company.
Qualifications:
Working towards the Diploma in Financial Planning.
Skills:
Proficiency in using IO.
Strong attention to detail and accuracy.
Computer literacy and data management.
Analytical thinking.
Excellent organizational and prioritization skills.
Effective time management.
Ability to work well within a team.
Strong communication skills, both written and verbal.
Ability to train others and raise/address issues or errors as necessary.
Apply today to be considered for this opportunity!
If suitable, one of our specialist consultants will contact you to discuss the role in detail and submit your CV to the client. We will also explore other relevant opportunities matching your skills and motivations.
Please note:Due to the high volume of responses, we regret that we are unable to provide feedback to all applicants. If you do not hear back within 7 days, please assume your application was not successful.
