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IFA Administrator (entry level role)
Job Posted: 25 minutes ago
Salary: £ 24,000 - 27,000 / Annum
Job Type: Permanent
Location: Ipswich
Expire in: a month
Job Description
Job Title: Financial Administrator (No prior experience needed)
Location: Ipswich
Salary: £24,000 - £27,000 DOE
Hours: Monday to Friday, 9 AM - 5 PM (1 hour lunch)
Benefits: 24 days of annual leave (+1 extra day for your birthday), 5% pension contribution, bonus scheme, death in service (DIS), free parking
About the client:
My client is a well-established Financial Services firm, part of the St. James's Place model, celebrating 11 years. They are experiencing growth and are looking for two dedicated IFA Administrators to join their dynamic team of 14, which includes six advisors and five administrators.
Role Overview:
As a Financial Administrator, you will play a crucial role in supporting the advisors and ensuring the smooth running of their operations. You will manage various administrative tasks, provide excellent client service, and contribute to the overall success of my client’s practice.
Key Responsibilities:
Letter of Authority process from start to finish.
Meet with Advisers weekly to provide weekly updates for all in-progress work.
Complete meeting prep for all client review meetings.
Set up ongoing advice packs and send them to clients, post-meeting.
Send meeting confirmations for all meetings.
Chase Advisers to type up meeting notes.
Update our CRM System and complete any actions from meetings.
Run client birthday lists to order client gifts and write birthday cards/Christmas cards.
Stock order and property check
Weekly food shopping
Order monthly and quarterly OLWA’s
Complete Fund switches
Answer telephone calls
Deal with clients' queries.
Meet and greet all the clients for their appointments, make sure and ensure they have a car parking space in advance; you will do this by putting out a bollard the day before and removing it in time for their arrival.
Change of details
Incoming post
Support with other roles when needed.
Qualifications:
Someone eager to build a career within Financial Services
Experience of working within an office or some type of work experience
Strong organisational skills with the ability to manage multiple tasks in a fast-paced environment.
Excellent communication skills and a commitment to providing outstanding client service.
Why Apply?
You’ll be part of a hardworking, supportive team in a growing firm with opportunities for career development, including pathways to becoming a paraplanner if desired. My client value dedication and a positive attitude, and are looking for individuals who thrive in a collaborative environment.
If you’re ready to take on this exciting opportunity, we’d love to hear from youBefore You Apply
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