IFA Client Support Administrator

Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow

As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and capable individual who is comfortable being drafted in to assist with providing excellent administrative support to the regional IFAs. Reasons for gaps in workflow could be team sickness, gap between recruitment drives, regional overload of work etc

Therefore, you will have a very varied role, with lots of change. However your core function will mainly be focused around providing day-to-day support and servicing to clients throughout the holistic financial planning journey. You will be working on a hybrid arrangement from the regional office closest to you, providing your support remotely.

As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:

Providing proactive support to their Financial Advisors

Managing the Financial Advisor’s diary and arranging client meetings

Contacting clients through various methods to ensure the advice process is not held up

Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process

Prepare meeting packs and information ahead of client appointments

Process new business

Key illustrations, projections and valuations

IFA Administrator Requirements

You should have experience as an Administrator within a financial planning firm

You should have good knowledge of financial planning processes and how a Financial Advisor operates

You should be comfortable and confident when contacting clients

You should be confident picking up cases mid process and being able to maintain great client service

The Company

This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

IFA Client Support Administrator Benefits

Salary of £28,000 - £32,000 depending on experience

Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days

Hybrid working after being signed off as competent (typically in line with probation sign off)

37.5 hours per week

Excellent career progression, with individual development plans shaped around your desired career path

Locations

Hybrid working, available to be based in any of the following office locations:

Glasgow

Falkirk

Newcastle

Northallerton

Wirral

St Helens

Warwick

Cheltenham

Borehamwood

Swanley

Westerham

Cardiff

Arundel

Reading

Call us now on (phone number removed) or click Apply

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