Reed
IFA Administrator
An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team.
The Role
You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment.
Key responsibilities will include:
- Processing new business applications and managing cases through to completion
- Maintaining accurate client records and documentation
- Liaising with providers, clients and advisers to progress cases efficiently
- Supporting advisers with client preparation, quotations and documentation
- Managing ongoing servicing requests and policy administration
About You
- Minimum 1+ year experience within financial services administration
- Strong organisational skills with the ability to manage multiple cases simultaneously
- Excellent communication and client service skills
- Comfortable working in a high-volume, deadline-driven environment
Salary & Progression
- Salary up to £30,000 (Up to £32,000 for the right individual)
- Structured reviews:
- Annual salary review
Working Pattern
- Initial 2–3 weeks office-based onboarding
- Possible option for WFH on Fridays during initial period
- Thereafter: 3 days in the office / 2 days from home (flexible on which days)
Benefits
- 26 days holiday + bank holidays + birthday off
- Hybrid and flexible working
- Study support towards professional qualifications
- Pension + benefits package with 5% flexible allowance
- Supportive and collaborative working environment
If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move.
Synonyms
IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator
To apply for this job please visit www.reed.co.uk.
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