Financial Planning Assistant

18 hours ago


Newbury, West Berkshire, United Kingdom mbf. Full time
{"title": "IFA Administrator", "description": "About the Role

We are seeking a highly organized and detail-oriented IFA Administrator to join our close-knit support team. As an IFA Administrator, you will play a crucial role in supporting a team of successful financial planners and their clients.

Key Responsibilities
  • Providing full administrative support to a team of financial planners.
  • Preparing and processing new business applications and client documentation.
  • Maintaining client records and ensuring all data is up-to-date and compliant.
  • Handling client queries and correspondence in a professional and timely manner.
  • Assisting with the preparation of client review meetings and reports.
  • Liaising with product providers and other third parties as required.
  • Supporting the wider team with various administrative tasks and projects.
Requirements
  • Previous experience as an IFA Administrator or in a similar financial services role.
  • Excellent organisational skills with a keen eye for detail.
  • Strong communication skills, both written and verbal.
  • Ability to manage multiple tasks and work effectively under pressure.
  • Proficiency in using financial planning software and Microsoft Office.
  • A proactive and positive attitude with the ability to work independently and as part of a team.
What We Offer
  • Competitive basic salary up to £35,000 per annum.
  • Performance-based bonus.
  • Flexible working arrangements.
  • Opportunity to work with a supportive and dynamic team in a growing company.
", "lang_code": "en-US"}

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