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Job Title: IFA Administrator
Location: Peterborough
Salary: £25000 - £32,000 + Bonus Scheme
Full-time, Permanent
Reference Number: 9620
About Us:A well-established and highly respected Independent Financial Advice (IFA) firm based in Peterborough is looking for an experienced IFA Administrator to join a growing team. The company is an award-winning chartered Financial Planning firm.
You will be supporting a team of expert advisers who provide tailored financial solutions to a diverse range of clients, helping them achieve their financial goals.
No sponsorship available
Role Overview:To provide Administrative, Compliance and Sales Support to all Advisors and the Practice Manager and to provide Reception services both face-to-face and on the telephone as required.
Key Responsibilities:
- Adding client folders to SharePoint as required. Ensure that all client folders are up to date and fully completed (BPS & Plan BPS)
- Answering phones for Brooks Wealth or BWM Legal. Putting calls through to the relevant person
- Making calls to providers and clients
- Making appointments new and review and adding them to the electronic diary
- Scanning in the post before it is distributed to the Advisors
- Making up packs for the Advisers when they have the initial client meeting
- Scanning in any documents to electronic files to keep for our records
- Complete URU (Electronic Identification) for each new client - update progress sheet
- Scan to file Letters of Authority and write up a cover letter to send off with each one - along with the appropriate product type information request form. Update the electronic file and post to the provider.
- Prepare and send letters to clients/providers
- Complete review letters
Skills & Experience Required:
- 2-3 years minimum experience working in the Financial Planning industry.
- Will accept Administrators from other sectors with transferable skills e.g. attention to detail, prioritization, organisation, time management etc.
- Ability to manage multiple tasks and prioritize workload efficiently.
- Good understanding of financial products and services (or a willingness to learn).
- Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).
- Excellent communication skills, both written and verbal.
- Ability to work well within a team and independently.
Why Join Us?
- Competitive salary of up to £32,000 + Bonus scheme.
- Opportunity to work in a professional, supportive, and friendly team environment.
- Ongoing training and development to help you grow in your career.
- Convenient office location in Harrogate with great local amenities.
If you are proactive, detail-oriented, and eager to develop your career within financial services, we would love to hear from you!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Peterborough on an IFA Administrator role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
