Financial Planning Administrator
Location: Chippenham
Salary: £ Negotiable


The Opportunity
An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.


Role Overview
The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations.
This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm.


Key Responsibilities
*Client onboarding and processing new business applications
*Servicing existing clients by helping with enquiries and questions
*Liaising with providers to obtain policy information and updates.
*Preparing documentation for client meetings, including valuations and reports.
*Income processing such as reconciling fee statements and invoicing clients.
*Supporting the team with compliance and regulatory requirements.


Candidate Skills
Essential:
*Previous experience in a similar IFA, wealth management or financial services administration role.
*Strong organisational and communication skills.
*High level of accuracy and attention to detail.
*Proficient in Microsoft Office and CRM systems.


Desirable:
*Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
*Experience with Intelliflo would be advantageous
*A proactive attitude and willingness to learn and grow within the role.


Some of the Benefits on offer include:
*Strong holiday allowance
*Private Medical Insurance
*Life Assurance
*Pension Scheme
*CII Exams & Membership funding