Financial Divisions
Award-Winning Firm
Are you an ambitious IFA Administrator looking for your next step?
This highly respected Chartered Financial Planning firm, known for its market-leading brand and exceptional client care is expanding its Client Services function and seeking a motivated individual ready to grow.
The Role
Your responsibilities will include:
- Managing inbound adviser and client queries
- Ownership of Annual Review production, including plan updates
- Basic cashflow modelling using Voyant
- Collating data and checking complex cost disclosures
- Supporting pension/ISA top-ups and plan maintenance
- Investment administration: rebalancing, fee approvals, fund instructions, quarterly reporting
- Supporting unallocated fee resolution
- Responsibility for adviser and client diary management
- LOA’s & dealing with 3rd party providers
This is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development.
About You
- 12+ months IFA administration experience
- Working towards the Diploma in Regulated Financial Planning (1–2 exams completed advantageous)
- Strong communication skills and a confident telephone manner
- Experience with Word, Excel, Outlook
- Intelligent Office
- Exposure to cashflow tools or Analytics portfolio builder desirable
Why Apply?
You’ll join an award-winning, supportive firm that invests heavily in training, mentoring and long-term career development. This is a genuine opportunity to progress toward paraplanning, advisory or senior client management pathways.
Please send your CV to Ursula at Financial Divisions
To apply for this job please visit www.reed.co.uk.
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