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IFA Administrator

Reed
Posted 16 hours ago, valid for 24 days
Location

Inverurie, Aberdeenshire AB51 4ZS

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance
Employee Discounts

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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  • Join a dynamic team as an IFA Administrator in the Inverurie area, where you will support Financial Planners in delivering exceptional client service.
  • The position requires a minimum of 2 years' experience in a similar wealth management environment, along with excellent communication and organizational skills.
  • You will be responsible for preparing paperwork, managing client transactions, and maintaining accurate client records across various software systems.
  • The role offers a competitive salary package along with benefits such as a pension scheme, life assurance, and employee discounts.
  • This is an opportunity to work in a supportive environment with training and career progression available.

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!

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.