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Financial Planning Administrator

2 months ago

Reading, Reading, United Kingdom Premier Jobs UK Limited Full time
IFA Administrator Job Description

This exciting opportunity is ideal for current IFA Administrators looking to join a growing company with a strong focus on employee development and career progression.

You will be providing administrative support to a team of Financial Advisors, who deliver holistic financial planning services to clients. The company values the role of the IFA Administrator and recognizes the importance of efficient administrative support in delivering a quality service.

Key Responsibilities:
  • Process and chase new business opportunities
  • Obtain illustrations, projections, and valuations
  • Respond to and assist with client queries
  • Accurately update and maintain information on the company's back-office system
  • Prepare documents for suitability reports
  • Liaise with clients and providers
  • Prepare client meeting packs
Requirements:
  • Experience as an Administrator in a financial planning firm
  • Good knowledge of financial planning processes and how a Financial Advisor operates
  • Motivation to join a growing business and contribute to its success
Company Benefits:
  • Salary of £26,000 - £32,000
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10%, and 24 days holiday + bank holidays, rising up to 30 days
  • Hybrid working with 60/40 split of office and home working
  • 37.5 hours per week
  • Excellent career progression with individual development plans shaped around your desired career path