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IFA Administrator

2 months ago

Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

Job Summary:

We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Taylor James Professional Recruitment. As an IFA Administrator, you will play a crucial role in supporting our financial planning team with administrative tasks, ensuring the smooth operation of our business.

Key Responsibilities:

  • Administrative Support: Provide administrative support to our financial planning team, including processing new business applications, submitting transaction and trade requests, and maintaining accurate records of client financial situations.
  • Client Communication: Act as a key point of contact for financial planners and clients, responding to queries and resolving issues in a timely and professional manner.
  • Platform Management: Liaise with product providers and maintain knowledge of provider platforms to ensure seamless operations.
  • Documentation and Reporting: Prepare and maintain accurate and up-to-date documentation, including annual review packs and client portfolio valuations.

Requirements:

  • Experience: IFA/financial planning administration experience is essential, with a proven track record of providing administrative support in a similar role.
  • Skills: Highly organized, with excellent communication and interpersonal skills, and the ability to work effectively in a team environment.
  • Knowledge: Familiarity with Intelligent Office and knowledge of provider platforms is desirable.

What We Offer:

  • Competitive Salary: A starting basic salary of up to £34,000 + bonus, reflecting your skills and experience.
  • Flexible Working: The opportunity to work from home, with a flexible working arrangement that suits your needs.
  • Professional Development: Full study support, including training courses, to help you develop your skills and advance your career.
  • Structured Career Progression: A clear career progression path, with opportunities for advancement and professional growth.