IFA Administrator

IFA Administrator

Sales Support Administrator or recent graduate required for a busy and growing financial planning company. Do you have exceptional, presentation, communication and organisational skills?. If you have experience in financial services and are looking for a dynamic role, wed love to hear from you. We will alsoconsider recent graduateswith a finance or economics degree who demonstrate the right potential and attitude and are keen to pursue a career in financial planning.

Why This Opportunity Stands Out

• Career Development:Company invests in your professional growth with ongoing training and support.
• Dynamic Environment:Be part of a small, vibrant team where your ideas are valued.
• Client-Centric Focus:Build meaningful relationships and impact clients' financial well-being.
• Comprehensive Benefits:Competitive salary, generous holiday entitlement, pension contributions, and a wellness program.

Benefits

• Bonus, pension, 30+ days holiday, medical benefits and wellness programme.

The Role

The successful candidate will be responsible for various administrative tasks within the service department.

• Assemble and organise client policy information.
• Correspond with policy providers and clients.
• Submit new business.
• Facilitate the annual review process for clients.
• Process new client information for report meetings.
• Use Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided).
• Basic administrative duties.

Essential Skills

• Preferred: 3+ years in administration within the financial sector.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Punctual, reliable, and dependable.
• Ability to work in a team and handle a busy environment.
• Superb customer service skills and professional telephone manner.
• Strong IT skills in MS Word and Excel.

Additional Information

The annual salary depends on your level of experience, additional discretionary bonus, Monday to Friday, office based.

Keywords:Technical Administrator, Financial Services, Administration, Client Support, Wealth Management, Wiltshire, Full Time, Permanent, Graduate, Entry-Level, Office Based

Further Information

Our application process is designed to be fair, straightforward, and inclusive. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.

To Apply

To give your application the best chance of success, please:

• Check that you meet the criteria for the role.
• Have the unrestricted right to work in the UK.
• Apply with a clear, concise, and correct CV.
• Tailor your CV to highlight your experience and relevant achievements.

If you think you can provide our clients with exceptional levels of service, please apply. We look forward to hearing from you!