Job Ref: 215183779

Date: 2021-11-17 11:09:24

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We are currently looking to recruit a Financial Planning Administrator, with some experience working in an Independent Financial Adviser or financial services role.

This role will offer the right person the opportunity to develop and grow within the company with the ability to adapt the role to suit their skill sets and knowledge.   

The challenges of each day are different, so the ideal candidate must be organised, forward thinking and enjoy a challenge – as well as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn. 

Salary: £22,000-£27,500 per year

Location: High Wycombe

Hours of Work: 8:30am-5pm

Main duties / Responsibilities

Take responsibility for the smooth processing and tracking of administrative actions.
Ensure commission/Adviser Charging expectations are input correctly on systems
Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion
Issue Letters of Authority and complete ID checks as required
Prepare and issue client annual review packs
Use full range of available software, including but not limited to Microsoft Office, Iress, Papercloud and other provider platforms
Respond to client enquiries in a timely manner
Keep up to date with changes that affect your role and adapt processes and procedures accordingly
Interact and work closely with the rest of the support team to ensure a consistent approach
Liaise with Clients and IFAs
Be fully prepared to undertake any project work required, taking ownership of the end-to-end process and outcome.
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the overall business objectives of the company.

IFA Administrator Requirements:

Experience working in Financial Planning or Financial Services
A working knowledge of Iress software or, as a minimum, similar financial services software systems
CII qualifications would be an advantage or a willingness to perhaps progress in this direction.
IFA Administrator Benefits:

Life Insurance
Company pension
Study & Exam Support
On Site Parking
About the Company:

We are a small firm of Independent Financial Advisers based in High Wycombe. We have three experienced advisers, with a great support team. Our clients come first and are at the centre of everything we do, so personalised individual advice and high-quality customer service are their highest priorities.

If you think you are suitable for the Financial Planning role then please, apply now

Apply Now