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Form of workEmbark on a rewarding career journey with Steven Barton Financial Services as an Independent Financial Advisor (IFA) Administrator.
If you're detail-oriented and thrive in a collaborative environment, this is the opportunity for you! A generous salary of circa £24k and generous pension await the successful applicant so don’t hesitate to apply!
Independent Financial Advisor (IFA) Administrator
Rossendale, BB4 5ST
- Full time, permanent
- Salary circa £24,000 per annum
- Experience in Financial Services administration required.
Please Note: Applicants must be authorised to work in the UK
Steven Barton Financial Services, established in 1979, is a client-focused financial advisory firm in Rossendale, committed to professionalism and integrity. Join us in empowering clients to achieve their financial goals.
About the Role:
As an IFA Administrator, you'll play a vital role in supporting our Financial Advisors. From managing administrative tasks to ensuring seamless operations, you'll contribute to delivering exceptional service to our diverse clientele.
Key Responsibilities:
Client Interaction:
- Be the primary client contact, addressing inquiries and providing timely information.
- Assist in preparing for client meetings, ensuring all documentation is in order.
Administrative Support:
- Manage and maintain accurate client records, ensuring compliance.
- Process client transactions, including openings, transfers, and withdrawals.
- Handle general administrative tasks like filing and data entry.
Communication and Coordination:
- Liaise with stakeholders for effective communication.
- Collaborate with the team to streamline workflows.
Compliance:
- Stay informed about industry regulations.
- Assist in preparing compliance documentation.
The Ideal Candidate:
- Proven experience in Financial Services administration.
- Strong organisational skills with attention to detail.
- Excellent written and verbal communication.
- Proficient in MS Office Suite and financial software.
- Understanding of financial industry regulations.
Education and Certifications:
- Relevant certifications in Financial Services administration are advantageous.
- Access to your own vehicle would be advantageous but not essential – there are local transport links.
Benefits:
As well as the opportunity to work for a family-orientated business within a small and friendly team, the successful applicant will receive a host of excellent benefits:
- Competitive salary of circa £24,000 per annum.
- Generous pension scheme.
- Free on-site parking.
- Professional development opportunities and support achieving further qualifications.
- Collaborative and inclusive work environment.
Does that sound of interest to you? Great – to ensure you don’t miss out on this wonderful opportunity,
How to apply for the role:
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.
Steven Barton Financial Services is an equal-opportunity employer and encourages candidates from all backgrounds to apply.
You must be authorised to work in the UK. No agencies please.
Other suitable skills and experience include Admin, Administrator, Administration, Finance Administrator, Financial Administrator, Financial Services Assistant, Client Services Coordinator, Administrative Specialist - Finance, Financial Operations Coordinator, Investment Administrative Assistant, Wealth Management Administrator, Financial Planning Support, Client Relations Specialist - Finance, Financial Transactions Coordinator, Compliance Support Specialist.
