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Job Title: IFA Administrator
Location: Exeter
Salary: Market leading, full details available upon application
Job reference: 9424
Are you someone who thrives in a fast-paced environment and enjoys managing a high volume of administrative tasks?
Do you have experience in financial services administration and want to further develop your skills? If so, we want to hear from you!
Job Description:
We are seeking a Financial Services Administrator to join our clients growing team within a well-established financial planning and accountancy practice. In this role, you will provide essential administrative support to a team of Independent Financial Planners, helping them deliver outstanding service to clients and manage their day-to-day operations.
Key Responsibilities:
- Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
- New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
- Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
- Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.
- General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.
Experience required:
- Background: ideally, you will have experience in financial services, pension or investment administration, with familiarity with Intelligent Office being an advantage.
- Qualifications: Financial Services-related qualifications are desirable, but not essential.
- Skills & Attributes:
- Strong organisational skills with the ability to manage multiple tasks.
- Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.
- Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.
Benefits:
- Competitive Salary based on experience and qualifications (details provided before submission to client to ensure within your expectations)
- Bonus Structure
- Training & Development: Ongoing support and paid training to help you grow in your career, including, support with gaining Financial qualifications
- Pension: Matched employer contributions up to 5%
- Holiday: Minimum of 22 days holiday + bank holidays, increasing with service
- Flexible Working: Consideration for flexible hours and home working options
- Additional Benefits: Including social, wellbeing, and life events support
If you’re looking to take the next step in your financial services career and be part of a supportive, professional team, apply today!
