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Reed Financial Services are pleased to be working with a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time IFA Administrator to join a friendly, busy and vibrant Service Team.
Location Trowbridge, Wiltshire (Office Based)
Working Days Monday to Friday 9am to 5pm
Starting Salary £27,000 - £31,000 depending on experience (plus discretionary quarterly bonus)
Sector Financial Services – IFA Administrator
Job Type Permanent, Full Time 37.5 hours per week
Minimum Requirements;
- Experience working for an IFA in an admin support role
- Industry qualifications woudl be advantageous geous
- Part of a technical team within a financial services company
- Administration role within pensions/investments/insurance with high-level technical knowledge
The candidate’s role primarily, is to assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors. More specifically the role entails the following:
- Correspond with policy providers on behalf of the client
- Correspond and be a general liaison with the client
- Submit any new business on behalf of the client
- Facilitate the annual review process of our clients
- Process new client information in preparation for their first report meeting
- Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
- Basic admin duties
Company benefits:
Bonus Structure TBC after 6 months’ probation
Company Pension 5% enrolment
Holiday Entitlement 23 days basic plus 8 bank holidays. 1 extra day 2 years’ service, a further 1 for 5 years’ service.
Flexible sell and buy back up to 3 days.
Group income protection
Group life cover
2 paid sick days
Flexible Fridays - option to work 8am-4pm
Ongoing training and support with regular re-cap sessions
Wellness Programme
