Administrator - Independent Financial Adviser (Ifa)
2 weeks ago
This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.
We are currently seeking a diligent and enthusiastic Junior Independent Financial Advisor (IFA) Administrator to join our dynamic team in Derby. This role offers an excellent opportunity for someone looking to kick start their career in the financial services industry and gain invaluable experience within a supportive and collaborative environment.
Accurately input and maintain client information, financial data, and transactions in our CRM system or other relevant software platforms.
Ensure all client files and documentation are up-to-date and compliant with regulatory requirements, including gathering necessary paperwork and completing administrative tasks related to client onboarding and ongoing service.
Support IFAs in preparing financial planning reports, presentations, and other materials for client meetings, ensuring accuracy and professionalism.
Liaise with clients, providers, and other relevant parties via telephone, email, and in-person meetings to facilitate smooth communication and efficient resolution of queries.
Undertake various administrative tasks such as filing, scanning, photocopying, and maintaining office supplies to ensure the smooth running of daily operations.
A keen interest in pursuing a career in financial services, with a willingness to learn and grow within the role.
Strong attention to detail and accuracy in data entry and documentation.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems or financial planning software is desirable.
Competitive salary of £20,000 to £24,000 (DOE).
Opportunities for career progression and further training.
Employee benefits package, including pension contributions and holiday entitlement.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
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