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Financial Planning Administrator

2 months ago

Caversham, Reading, United Kingdom Premier Jobs UK Full time
{"title": "IFA Administrator Role", "content": "Job Summary

We are seeking an experienced IFA Administrator to join our team in Reading. As an IFA Administrator, you will provide administrative support to our team of Financial Advisors, who deliver holistic financial planning to clients.

Key Responsibilities
  • Process and chase new business opportunities
  • Obtain illustrations, projections, and valuations
  • Assist with client queries and provide accurate information
  • Update and maintain information on our back office system
  • Prepare documents for suitability reports
  • Liaise with clients and providers
  • Prepare client meeting packs
About the Company

Our client is a growing IFA firm led by highly respected names in the industry. They have a strong focus on allowing individuals to grow and develop, and are open-minded to supporting your progression into various areas, such as paraplanning, advice, compliance, or management.

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 be part of its exciting journey
Benefits
  • Salary of £26,000 - £32,000
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus, and 24 days holiday + bank holidays
  • Hybrid working with 60/40 split of office and home working
  • Excellent career progression with individual development plans
", "lang_code": "en-US"}