Independent Financial Adviser Support

13 hours ago


Colchester, Essex, United Kingdom CV Library Full time
Job Title: IFA Administrator

We are looking for an experienced IFA Administrator to join our team and provide administrative support to our Independent Financial Advisers.

About the Role:

This is a fantastic opportunity to join a thriving practice with a strong reputation for delivering exceptional results.

The successful candidate will be responsible for preparing client files for annual or half-yearly reviews, performing various administrative tasks, and ensuring that all necessary documentation is complete and up-to-date.

Key Responsibilities:
  • Client File Preparation: Prepare client files for annual or half-yearly reviews, ensuring all necessary documentation is complete and up-to-date.
  • Administrative Support: Provide administrative assistance to Independent Financial Advisers, including data entry, filing, and other clerical tasks.
Requirements:
  • Certificate in financial services (desired).
  • Excellent communication and teamwork skills.
  • Familiarity with Microsoft Office and industry technical software packages.
Benefits:
  • Life cover equivalent to 4 times salary (£**,*,***).
  • Flexible benefits scheme, including options to purchase dental cover, cycle to work scheme, and additional annual leave.
  • Shopping discounts platform.
  • Support for professional qualifications, with study leave and financial assistance for exam materials.
  • Enhanced maternity and paternity leave.
  • Health Care Cash Plan.
  • Employer pension contributions.
  • Hybrid working arrangement (3 days in office, 2 days from home, post probation).
  • Standard working hours: 9am - 5pm, Monday to Friday.


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