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IFA Administrator - Hybrid Working

Brevere Group
Posted 16 hours ago, valid for a month
Location

Loughborough, Leicestershire LE11 5HL, England

Salary

£30,000 - £36,000 per annum

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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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  • An experienced financial planning administrator is sought for a dynamic wealth management practice offering hybrid working, with up to 4 days from home.
  • The role involves supporting financial advisers and a paraplanning team by gathering and maintaining client information, preparing meeting packs, and processing applications.
  • Candidates should have relevant experience in financial services or wealth management administration, with a good working knowledge of Microsoft Office and Outlook.
  • Experience with IO Intelligent Office is beneficial, and the firm emphasizes continuous improvement and development of client services.
  • The position offers a generous salary package, although the exact figure is not specified, and candidates should have relevant experience in the field.

Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

  • You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients’ financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.
  • Preparing meeting packs
  • Gathering and input of data
  • Anti money laundering checks
  • Maintain up to date and accurate records
  • Application and LOA processing

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within financial services / wealth management administration
  • Experience with IO Intelligent Office would be beneficial

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, you still need to local enough to attending training and other events.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found 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.