Company description
Independent Financial Adviser Firm
Job description
An exciting opportunity has arisen to join an IFA firm as an Administrator, responsible for providing administrative support to new and existing clients. In return, we offer:
- Competitive salary, dependent on experience
- 24 days annual leave plus Bank Holidays (full-time equivalent)
- Pension scheme (5% employer contribution / 3% employee contribution)
- Life Cover – 4x annual salary
- Full training provided
We will consider part-time applications.
As a growing firm, we will work with the successful candidate to understand their goals and provide training and a path of progression though the firm towards this.
About Us
We are an independent financial advice firm focused on wealth planning. We pride ourselves on delivering a professional, friendly and efficient service to our clients and are looking for a motivated individual to join our administration team.
This is an office-based role: supporting advisers and the wider team with the day-to-day administration of client services.
The Job Role
- Be the first point of contact for clients, providers and other third parties by telephone, email and post.
- Open, process, scan and accurately file incoming correspondence.
- Save and upload documents using company procedures.
- Answer incoming telephone calls, take accurate messages and direct enquiries appropriately.
- Prepare and send standard client correspondence
- Chase clients and providers for outstanding documentation and information.
- Maintain accurate client records, contact notes and correspondence within the firm's back-office system.
- Assist with diary management, appointments and follow-up reminders.
- Support advisers with new and existing client administration.
Skills & Personal Qualities
We are looking for someone who:
- Has excellent organisational skills and attention to detail.
- Has good written and verbal communication skills, particularly over the phone
- Is friendly, professional and enjoys helping people.
- Can work accurately while managing a varied workload.
- Is reliable, proactive and willing to learn.
- Can work well as part of a team.
- Is comfortable using computers and Microsoft Office applications, including Outlook and Word.
- Has a positive attitude and is eager to develop new skills.
Job Types: Full-time, Part-time, Permanent
Pay: £27,000.00-£32,500.00 per year
Benefits:
- Company pension
- Life insurance
- On-site parking
Education:
- GCSE or equivalent (preferred)
Experience:
- Office: 1 year (preferred)
- Financial services: 1 year (preferred)
Work Location: In person
