Full job descriptionAn excellent opportunity has arisen for a motivated and detail-oriented Entry Level IFA Administrator to join a well-established and growing financial planning firm.
This role offers the chance to become an integral part of a supportive Client & Technical Services team, providing essential administrative support to Financial Advisers and helping to ensure a smooth and efficient client journey from enquiry through to implementation.
The successful candidate will enjoy a varied role, working closely with advisers, providers and internal teams in a collaborative environment that offers excellent long-term career prospects and support with professional development.
The Role
As an IFA Administrator, you will provide administrative and operational support to both the advisory and technical teams, ensuring client cases are progressed efficiently and in line with regulatory requirements.
Key Responsibilities
*Sending, chasing and collating information from Letters of Authority (LOA) requests
*Supporting advisers by preparing and obtaining documentation required for new business submissions
*Ensuring client advice and case notes are accurately recorded within the CRM system
*Submitting new business cases for compliance review across:
*Investments
*Pensions
*Protection
*Monitoring workflows and service levels to ensure cases are progressed within agreed timescales
*Producing annual charges and fee reports from a variety of providers
*Liaising with advisers, providers and third parties to obtain information and progress client cases
*Maintaining accurate records and supporting regulatory and compliance requirements
*Assisting with general administration and operational support as required
About You
We’re looking someone who is looking to carve out a career in Wealth Management.Educated to degree level or similar.You must be organised and a proactive individual who thrives in a fast-paced financial services environment and takes pride in delivering excellent service.
Skills & Experience Required
*Ideally internship experience within Financial Planning, Wealth Management, Financial Services or a similar professional environment
*Excellent written and verbal communication skills
*Professional and confident telephone manner
*Strong organisational skills with the ability to prioritise a busy workload
*High levels of accuracy and attention to detail
*Proficiency in Microsoft Word, Excel and Outlook
*Ability to work effectively within a hybrid working environment
*A proactive approach and willingness to support colleagues across the business
What’s on Offer?
*Full coaching and development
*Hybrid working arrangement
*Generous benefits package
*Support towards professional qualifications and career development
*Friendly and collaborative team culture
*Exposure to all areas of the financial planning process
*Opportunity to develop within a growing and successful financial services business
Apply Now
If you are looking to develop your career within financial planning and wealth management, we’d love to hear from you. Apply today to be considered for this exciting opportunity.