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My client is a progressive IFA / Wealth Management company, with a reputation as a great place to work. They are looking for a meticulous and organised IFA Administrator to join their team. The ideal candidate will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. Experience in financial services or financial planning is advantageous. You must have used Intelligent Office and be confident using it.
You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.
This will include:
- Client Reviews
- Processing of new business
- Preparation of Compliance/ Provider documentation
- Fund Switches
- Plan Withdrawals,
- Obtaining fund values from Providers
- Answering client queries
The role will involve promoting the company's services in a professional and FCA compliant manner.The ideal candidate will have:
- A good understanding of the Financial Planning process
- Able to prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills- Intelligent Office
- Good report writing skills
This is a full time role which requires 5 days a week in the office based in Taunton. The client is highly supportive in self-development and gaining further qualifications so this is a really great opportunity.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
