Address
Form of work
SalaryIFA Administrator required; any experience level considered. We are also keen to consider a graduate who is looking for a great opportunity to join a Chartered Financial Planning firm where you can build a career.
Do you have a keen eye for detail, can you play a key role at our company and help us to provide an outstanding client experience?
We wish to hire for the role of technical administrator at our company. This could be someone well versed in the workings of a busy financial planning practice. However, whilst experience would be an advantage, attitude is important and were also keen to hear from you even if you are a graduate and looking for your first step into financial planning. If you think you are a good match for us, please apply.
This is an excellent opportunity to join a small group of people with a great team spirit who are keen to welcome you on board. This is an important role with lots of potential that will make great use of your skills and allow you to play a part in shaping the future of our business. We are 100% committed to the development of our team members. If you wish to become a financial planner in the future, you can achieve that with us. If you want to be the best administrator you can be, we will help you get there.
This role will involve working closely with our Director, gathering information and financial data, helping to set up client cases, liaising with product providers and dealing with paperwork. It's a critical role to ensure everything runs smoothly and our clients are delighted.
The main areas include:
- Maintaining client files, records, and paperwork.
- Ensuring business is compliant and meets regulatory standards.
- Liaising with product providers, clients and other team members.
- Collating information and documentation for clients cases.
- Diarising and checking for missing documentation and policy information.
- Completing and processing new business applications.
- Ensuring back-office systems are up to date.
- Ensuring processes are up to date and efficient.
Benefits
- Study support.
Essential Skills
- At least one years experience gained in a financial planning or wealth management business in an administration role or graduate seeking to join the industry.
- Highly organised with the ability to plan and prioritise.
- Excellent attention to detail with the ability to work to deadlines when required.
- Numerate, analytical, methodical with solid communication skills.
About the Company
We have been in business for 15 years in February 2024 and advise clients across the UK from our Derbyshire base.
Our services include a wide range of personal and business financial planning from investments, pensions and inheritance tax and trusts to long term care and business exit strategies.
We have an excellent reputation for our high customer service standards and our comprehensive knowledge and are one of only 6% of UK financial advisor firms to hold the Chartered Financial Planners accreditation, the highest professional qualification its possible to achieve.
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.
