Client administrator (ifa) Work, Jobs in Saffron Walden (with Salaries)

Experienced Client Administrator (IFA)
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
5d
Experienced IFA Administrator
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply

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Experienced Client Administrator (IFA)

HarperLees Financial Planning
Ingatestone

Quick apply

Job details

Permanent | Full-time
£28,000 - £34,000 a year
5 days ago

Benefits

Free parking
Private dental insurance
Company pension
Work from home
Company events
Private medical insurance
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Time management

Full job description

Experienced Client Administrator for an IFA

We are looking for a driven, detail-oriented Client Administrator to join our team. If you have experience working for an Independent Financial Advice firm, have excellent time management, and love being part of a cohesive team, this could be the ideal role for you!

What You'll Be Doing:
In this dynamic position, you’ll work closely with Paraplanners and Financial Planners to ensure smooth and efficient client service. Your tasks will include:

Efficient Diary Management for yourself, colleagues and clients
Business Submissions and ongoing support for new and existing business
Conducting Fund Analysis, Valuations, ISA & Pension Contributions
Submitting Letters of Authority
Managing Client Presentations and Ad hoc support for Paraplanners

What We're Looking For:
If you are organised, disciplined, and have a talent for multi-tasking, you’ll thrive in this role. At least two year’s previous experience in an administration role within an Independent Financial Advice firm is essential. Your skills in Microsoft Office (Outlook, Word, Excel, PowerPoint) and a back-office system / CRM (we use Plannr & Voyant) will be key assets in supporting the team effectively.

Why Join Us?
We believe in supporting our team as much as our clients. As a valued employee, you’ll enjoy:

4.5 day working week
1 day per week working from home
25 Days Holiday + bank holidays (increasing to 26 after 6 years’ service to a maximum 30 days after 10 years’ service)
Private Medical Insurance
Comprehensive Dental Cover
Pension Plan 5% matched
Death in Service Protection

If you’re passionate about providing top-tier service and ready for a career where you can grow and make a difference, apply today to join our team!

Pay: £28,000.00-£34,000.00 per year

Benefits:

Company events
Company pension
Free parking
Life insurance
On-site parking
Private dental insurance
Private medical insurance
Sick pay
Work from home

Work Location: In person

Quick apply

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client administrator (ifa) jobs in saffron walden

Experienced Client Administrator (IFA)

Experienced IFA Administrator

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