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IFA Admin Assistant

Adecco
Posted 6 hours ago, valid for 7 hours
Location

Colchester, Essex CO6 3JQ, England

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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  • The IFA Admin Assistant position is a permanent, full-time role focused on supporting financial advisers in delivering exceptional client service.
  • Candidates should have prior experience in financial advising, ideally with knowledge of Intelligent Office and investment platforms like Abrdn and Fidelity.
  • Key responsibilities include assisting with factfinds, managing client interactions, providing technical support, and handling administrative tasks.
  • The role offers opportunities for professional growth within a supportive team environment, with a salary of £25,000 to £30,000 per year.
  • Interested applicants are encouraged to submit their CV and cover letter by the application deadline of February 28, 2025.

Job Title: IFA Admin AssistantContract Type: PermanentWorking Pattern: Full Time

�? Join Our Team! �?

Are you an organised and detail-oriented individual with a passion for financial advising? Do you thrive in a dynamic environment where you can support advisers in delivering exceptional client service? If so, we have the perfect opportunity for you! Our client is seeking a dedicated IFA Admin Assistant to be an integral part of their financial advising team.

What You'll Do:As an IFA Admin Assistant, you will play a crucial role in supporting advisers and enhancing client experiences. Your responsibilities will include:

  • Factfind Assistance: Help advisers compile and ensure factfinds are accurately completed before passing them to paraplanners for reporting. ??
  • Client Interaction: Manage client emails, return calls for inquiries, and assist advisers with their schedules. ??
  • Technical Support: Provide basic technical assistance, such as obtaining quotes, inputting cash flow information, and running fundamental tax calculations.
  • Administrative Tasks: Handle lower-level administration duties, including scanning and updating the back-office system (approximately 20% of your role). ???
  • New Business Support: Work closely with the new business team to facilitate investment business, ISA and pension transfers, withdrawals, and fund switching. ??

What We're Looking For:To excel in this role, you should possess:

  • Industry Experience: A strong preference for candidates with prior experience in financial advising and familiarity with Intelligent Office.
  • Platform Knowledge: Experience with investment platforms such as Abrdn, Fidelity, Quilter, and Elevate is highly desirable.
  • Organisational Skills: Excellent administrative and organisational abilities to keep everything running smoothly. ??
  • Technical Aptitude: While extensive technical knowledge isn't required, a basic understanding will be beneficial, and we will provide training.

Why Join Us?

  • Be part of a supportive team that values your contributions.
  • Enjoy opportunities for professional growth and development.
  • Engage in a vibrant work culture that prioritises collaboration and success. �?

If you are ready to take on this exciting challenge and make a significant impact in the financial advising industry, we would love to hear from you!

How to Apply:Send your CV and a cover letter detailing your relevant experience . Please include "IFA Admin Assistant Application" in the subject line.

?? Application Deadline: 28th February 2025

Don't miss out on this opportunity to join a forward-thinking organisation and help shape the future of financial advising. We look forward to seeing your application! �?

Join us in making a difference!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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.

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