PenLife Associates is a leading Chartered Financial Planning firm located on the outskirts of York. With a strong commitment to providing exceptional financial planning services, we have built a reputation for excellence in the industry. Our team of dedicated professionals takes pride in delivering tailored financial solutions to our valued clients.
Job Description
Are you an experienced IFA Administrator looking to join a dynamic and client-focused financial planning firm with a fantastic company culture? If so, we invite you to consider joining our team at PenlIfe. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners, ensuring the smooth and efficient operation of our client services.
Responsibilities:
· Provide administrative support to our team of Financial Planners
· Assist in the preparation and processing of client documentation.
· Maintain client records and ensure data integrity.
· Liaise with clients and external parties, providing excellent customer service.
· Assist in the preparation of financial reports and client presentations.
· Manage appointment scheduling and calendar coordination for Financial Planners
· Handel general office duties and ad-hoc tasks to support the team.
Qualifications:
· Previous experience as an IFA Administrator is essential
· Knowledge of financial planning products and service is highly desirable.
· Strong organizational skills with great attention to detail.
· Excellent communication and interpersonal skills.
· Proficiency in MS Office (Word, Excel & Outlook).
· Experience with wrap platform and Intelligent Office desirable.
· The ability to work independently and as part of a team.
Benefits:
· Health Scheme with access to counselling
· 25 days holidays plus Bank Holidays
· Office closed over the Christmas period
· Subsidised Bannatyne Gym Membership
· Performance Bonus Scheme
· Employee Ownership Trust Bonus
· Pension Contributions – no Adviser fees
· Sick Pay Policy
· Development and Training Budget
· Funded Socials and Mystery Days!
· Charity Fundraising Events
· Monthly Team Superstar Cash Award
· The odd gift here and there
Job Types: Permanent, Full-time
Pay: £27,000.00 per year
Benefits:
- Company pension
- Free parking
- Gym membership
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay
Ability to commute/relocate:
- York YO26 6RS: reliably commute or plan to relocate before starting work (required)
Education:
- GCSE or equivalent (preferred)
Experience:
- IFA Admin: 2 years (required)
Work Location: In person
