An exciting opportunity to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service risen? Our client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.

As a full-time Financial Administrator, you'll play a key role in supporting the Independent Financial Advisors and paraplanner. Your duties will include:

Handling telephone and email enquiries, greeting visitors, and ensuring a welcoming environment.
Processing new business applications, verifying case submissions for accuracy, and coordinating with product providers.
Maintaining client records, managing Letters of Authority (LOAs), and ensuring all documentation is up to date.
Preparing and sending invoices, managing general office tasks, and ensuring client communications are handled promptly and professionally.

To qualify for this Financial Administrator role, you will require:

At least two years of experience in an IFA practice.
Solid skills in Excel and Word.
Familiarity with Intelligent Office and experience in processing mortgage, protection, and investment applications are preferred.
Strong communication skills, both written and verbal.
Enthusiasm for learning and advancing in your career.

Benefits:

Salary ranges from £24,000 to £28,000, based on experience and qualifications.
Additional benefits include a NEST Pension, a discretionary bonus, 20 days of holiday (plus public holidays), and funded training and development support.
This position offers a clear path to becoming a paraplanner, providing opportunities for career advancement within the company.

If you are a Financial Administrator interested in joining a collaborative team that fosters your growth and values a positive work-life balance, please send your CV to Samantha at Financial Divisions.

Error 5XX