Are you an IFA Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice.
You’ll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information.
Responsibilities include
- Preparing client review packs with up-to-date valuations, policy information, and costs and charges
- Requesting and chasing plan information from providers and updating Intelliflo
- Producing comparisons on investment propositions and assisting with research
- Processing new business applications and liaising with providers to ensure timely completion
- Maintaining accurate client files and ensuring compliance with FCA rules and company procedures
- Collaborating with advisers and support teams to deliver excellent service to clients
Benefits
- Private medical insurance, group life insurance, and income protection insurance.
- Pension Scheme (7.5% employer contribution)
- 25 days annual leave (+ ability to buy or sell 5 days)
- Office Christmas closure
- Hybrid working (2/3-day split)
- Performance related bonus
- On-site parking
- Progression opportunities into paraplanning and financial advice
What we’re looking for
- 1 year of experience within adviser support/administration
- Good written and verbal communication skills
- Experience processing new business on behalf of financial advisers
- Competence with IT systems and confidence in learning new platforms
- Experience with IntelliFlo (iO) is desired
This is an opportunity to be part of an amazing company that gives its employees the resources to succeed.
Get in touch today to find out more!
Pay: £28,000.00-£35,500.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home
Application question(s):
- Do you have experience supporting financial advisers in an administrative position?
Work Location: Hybrid remote in Basingstoke
