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Join Our Clients Dynamic Team as an IFA Administrator – Inverurie Area
Are you looking for a rewarding career in the financial services industry? Do you have excellent communication and organisational skills? Do you enjoy working with people and helping them achieve their financial goals?
If so, we have an exciting opportunity for you!
Our client is a well-respected business providing financial advice and solutions to individuals, families and businesses. We are looking for an IFA Administrator to join their team and support their Financial Planners in delivering high-quality service to clients.
You will be responsible for:
- Collaborate with Financial Planners to deliver outstanding service and manage the client advice journey
- Prepare necessary paperwork promptly for new and review planning meetings, ensuring a positive client experience
- Efficiently gather information on existing client products using Letters of Authority, prepare illustrations, and submit new business
- Monitor all business transactions, keeping clients and Planners informed throughout the process
- Handle existing client transactions, including withdrawals, top-ups, and fund transfers
- Manage proposition changes, rebalances, and other necessary tasks
- Identify clients due for review and follow established workflows
- Maintain accurate client records across various software systems
- Utilise task and workflow management system (IO) to ensure a seamless client experience
- Support Operations and Compliance functions by maintaining accurate information
- Adhere strictly to defined processes within the team
Experience required:
- A minimum of 2 years’ experience in a similar wealth management environment
- Strong attention to detail and accuracy
- Proficiency in IO and Excel
- Ability to work under pressure and meet deadlines
- Excellent communication skills (verbal and written)
- Broad knowledge of the financial services sector and relevant FCA regulations
On offer:
- Competitive salary package plus benefits such as pension scheme, life assurance and employee discounts
- Supportive and friendly working environment where you can develop your skills and career
- Opportunities training, development and career progression
If you are interested in joining our client’s dynamic team, please submit your CV or contact Pauline Low at Reed on .
I look forward to hearing from you!
