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Administrative Assistant

2 months ago


Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time

Job Summary:

We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As a key member of the financial services team, you will be responsible for providing administrative support to financial planners and clients.

Key Responsibilities:

  • Process new business applications across key financial products, ensuring timely and accurate submissions.
  • Submit transaction and trade requests, including fund switches on and off platform, to meet client needs.
  • Obtain illustrations and product literature to support client decision-making.
  • Acquire client portfolio valuations to maintain accurate records.
  • Prepare annual review packs for client meetings, ensuring all necessary documentation is included.
  • Act as a key point of contact for financial planners and clients, providing exceptional customer service.
  • Liaise with product providers to resolve any issues or queries.
  • Action LOAs (Letters of Authority) to facilitate client transactions.
  • Maintain accurate records of client financial situations, ensuring compliance with regulatory requirements.

Requirements:

  • Proven experience in IFA/financial planning administration, with a strong understanding of financial services.
  • Experience with Intelligent Office (IO) or similar software is desirable.
  • Knowledge of provider platforms and financial products.
  • Highly organized and able to prioritize tasks effectively.

What We Offer:

  • A competitive starting salary of up to £28,000, plus bonus.
  • Flexible home working arrangements.
  • 25 days' annual leave.
  • Full study support, including training courses and professional development opportunities.
  • Structured career progression within the company.
  • A dynamic and supportive work environment.