Finance Administrator within IFA

Description

Finance Administrator within IFA

Bath

Permanent | Full-time

Salary: £30,000-£32,000 per annum (Dependent on Experience)

(note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client)

1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV.

Are you an organised administrator looking to build a long-term career within Financial Services?

We are recruiting Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.

The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.

Key Responsibilities

Managing and maintaining accurate client records and documentation

Preparing and submitting applications in line with company procedures and compliance requirements

Processing Letters of Authority (LOAs), fund switches and valuation requests

Liaising with product providers, advisers and clients, providing regular updates throughout the advice process

Supporting the preparation of client review meetings and associated documentation

Managing ongoing client review administration and processing follow-up actions

Maintaining workflow and task lists to ensure service standards are met

Assisting with reporting and month-end administration

Attending team meetings and training to support your professional development

Developing technical knowledge with the opportunity to handle more complex cases after your first year About You

We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.

You'll ideally have:

1-2 years' recent experience within an IFA or Financial Planning environment

Previous Financial Services or Financial Planning experience advantageous

An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.

Excellent organisational, communication and interpersonal skills

Strong attention to detail with excellent literacy and numeracy skills

Good working knowledge of Microsoft Word and Excel

The ability to prioritise workloads and work accurately under pressure

A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential.

What's on Offer?

Salary of £30,000-£32,000 DOE

Permanent opportunity

Excellent training and development

Clear career progression within Financial Services

Increased earning potential as your knowledge develops

Company benefits package

Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.

Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. xjnqpsq Early application is strongly encouraged.

Apply today to be considered

Ad ID: 5418861355