Ifa Administrator

Reed

Posted 9 days ago, valid for 10 days

Trowbridge, Wiltshire BA14 7WJ

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Reed Financial Services is seeking a full-time IFA Administrator for a Wealth Management company in Trowbridge, Wiltshire, specializing in financial planning for Dentists, Business Owners, and Private Clients.
The role involves organizing client policy information, liaising with clients and policy providers, and supporting Paraplanners and Advisors throughout the client journey.
Candidates must have at least 3 years of experience in administration within the financial sector, preferably in roles related to IFA, pensions, investments, or insurance.
The starting salary ranges from £25,000 to £30,000, with additional discretionary quarterly bonuses and a comprehensive benefits package including a pension, holiday entitlement, and wellness programs.
The position requires strong interpersonal and organizational skills to support the company's growth and provide excellent client service.

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 £25,000 - £30,000 depending on experience (plus discretionary quarterly bonus)

Sector Financial Services – IFA Administrator

Job Type Permanent, Full Time 37.5 hours per week

The role/Duties

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

Skills & Experience Required

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice. Candidates should therefore have the following skills and experience:

High level of experience in administration within a financial sector is required. For example:

Has worked/working for an IFA - at least 3 years’ experience
Part of a technical team within a financial services company
Administration role within pensions / investments / insurance – technical knowledge of a high level

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

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