Junior Ifa Administrator

Join our team at Hilltop Financial Planning and develop your career in the financial advisory sector. As a Junior IFA Administrator you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment.

Hilltop Financial Planning is a modern and forward-thinking financial advisory service specialising in pensions and investments. We provide financial advice to clients (located UK wide) primarily over the telephone however, we also communicate with clients via Teams/Zoom and face to face. Our in-house team of over 55 fully trained professionals including independent financial advisers, paraplanners, and administrators provide the very best advice and guidance through our secure technology-led service.

We have recently been awarded Top 100 UK Financial Adviser status by FT Advisor once again for the 3rd consecutive year.

Take the first step towards a rewarding career or continuing your development in the financial advisory sector and join Hilltop Financial Planning today. Together, we can make a positive impact on our client’s financial future.

**The Role**

The administration team is the engine room of our business and a key department to ensure the smooth day-to-day running of the business. As part of the close-knit new business administration team, you will be responsible for supporting other team members with administration duties plus providing a first-class service to our clients.

**Responsibilities**
- The first point of call for inbound client queries.
- Processing new letters of authority into the business and sending on to providers
- Dealing with problem/query correspondence
- Preparing client files for advice to ensure we have the required information
- Scanning correspondence received accurately to client files and documenting information securely
- Contacting providers for information (to assist our teams to prepare client files for financial advice)

**What we're looking for**
- Strong organisational skills and ability to manage workload.
- Having a level of knowledge relating to pensions and assimilating information from complex pension documentation (DC and DB) either within a financial advisory firm background or working for a pension provider. However, this is not essential - a track record of having a ‘growth mindset’ and a great attitude to learn.
- Customer focussed approach.
- High level of attention to detail.
- Excellent interpersonal skills, communication skills, and relationship-building abilities.
- Strong team ethic.
- Confident telephone manner.
- A good standard of knowledge of all Microsoft packages.
- Experience for working with Intelligent Office would be advantageous but not essential

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**Our commitment to you**
- Professional, hardworking, yet supportive and friendly environment with a strong team ethos.
- Huge potential for career progression and development within the business structure. Annual appraisals and 6 monthly reviews to help develop you in line with your career aspirations.
- Study support for examinations with the Chartered Insurance Institute, including study leave and an examination pass bonus structure.
- Pension scheme with employer contributions.
- Private Medical Insurance (after an initial qualification/probation period)
- Modern offices within a city-centre location.
- Great social events all year round organised by our Staff Social Committee.

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**Job Types**: Full-time, Permanent

Pay: £22,000.00-£24,000.00 per year

**Benefits**:

- Company events
- Company pension
- Private medical insurance

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: HTJFADMIN02