Administrative Support for Financial Advisors
7 days ago
We are a dynamic financial services company, committed to delivering high-quality financial advice and tailored solutions to our clients. With a strong focus on client-centricity, we strive to build lasting relationships and create a positive impact on our clients' lives.
We are currently seeking an IFA Administrator to join our team, providing administrative support to our paraplanners and advisors. This individual will be responsible for managing client interactions, processing client data, and maintaining accurate records.
Benefits and Salary
* Salary: £30,000 - £35,000 per annum (dependent on experience)
* Comprehensive training program, designed to enhance skills and knowledge
* Opportunity for hybrid working, balancing work and personal life
* Collaborative office environment, encouraging teamwork and open communication
* Study support resources, empowering personal and professional growth
Job Responsibilities
The successful candidate will be responsible for:
1. Serving as the primary point of contact for clients, responding to inquiries, and resolving issues
2. Processing client information, including investment and pension transfer documents
3. Maintaining accurate records, ensuring compliance with regulatory requirements
4. Providing administrative support to paraplanners and advisors, facilitating efficient workflows
Requirements and Qualifications
* 1+ year of experience in a similar administrative role within the financial services industry
* Strong understanding of financial regulations and compliance standards
* Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
* Proficiency in MS Office, with a focus on Excel, Word, and Outlook
Location and Working Hours
* Based in Nottingham, with easy access to public transportation and local amenities
* Standard working hours: 8:00 am - 4:00 pm, Monday to Friday
* Flexible start times, with the option to finish at 4:00 pm on Fridays
How to Apply
Please submit your CV for consideration, highlighting your relevant experience and qualifications.
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