Full job descriptionSalary: £35,000 + Bonus + Comprehensive Benefits Package
Job Type: Full-Time | Permanent | Hybrid Working
Build Your Future Within a Successful Wealth Management Firm
An established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon.
This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service. You’ll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development.
Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish.
For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning.
The Opportunity
As an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with providers and ensure all administrative tasks are completed accurately, efficiently and in line with regulatory requirements.
This position would suit someone who already has experience within an Independent Financial Advice practice or Wealth Management firm and is looking to join a supportive business where their contribution is recognised and valued.
Key Responsibilities
*Providing administrative support to Financial Advisers and Paraplanners.
*Processing new business applications and servicing requests.
*Preparing suitability and client review documentation.
*Managing client cases through to completion.
*Liaising with investment platforms, pension providers and product providers.
*Maintaining accurate client records and updating back-office systems.
*Handling client enquiries by telephone and email.
*Monitoring workflow pipelines and progressing outstanding actions.
*Supporting annual reviews and ongoing client servicing requirements.
*Ensuring all work is completed in accordance with FCA regulations and company procedures.
*Delivering exceptional service standards to clients and colleagues.
Essential Experience
To be considered, you must have:
*Previous experience working within an IFA, Financial Planning or Wealth Management environment.
*Practical experience using Intelligent Office (IO).
*Experience supporting Financial Advisers and/or Paraplanners.
*Strong understanding of financial services administration processes.
*Excellent organisational and prioritisation skills.
*High levels of accuracy and attention to detail.
*Strong written and verbal communication skills.
*Good working knowledge of Microsoft Office applications.
Please note: Applicants without previous IFA / Wealth Management experience and Intelligent Office experience are unlikely to be considered.
Desirable Skills
*Knowledge of pensions, investments and protection products.
*Experience using platforms such as Nucleus, Quilter, Transact, Standard Life or Aberdeen.
*Understanding of FCA regulations and the financial planning process.
*Progress towards CII qualifications or an interest in professional development.
Salary & Benefits
*Competitive salary up to £35,000.
*Annual discretionary bonus.
*Hybrid working arrangement.
*25 days holiday plus additional Christmas closure.
*Employer pension contributions.
*Private medical insurance allowance after probation.
*Death in Service cover.
*Full study support and professional development funding.
*Company laptop and mobile phone.
*Free on-site parking.
*Team social events and company activities.
*Structured career progression towards Paraplanning.
Why Join?
This is a fantastic opportunity to become part of a growing and forward-thinking financial planning business that genuinely invests in its people. You’ll gain exposure to a broad range of financial planning cases, work alongside experienced professionals and have the opportunity to develop your career within a supportive and collaborative environment.
If you’re an experienced IFA Administrator looking for your next challenge within a respected Wealth Management firm, we’d love to hear from you.
To apply, please send your CV to Ryan at Financial Divisions.