(ifa) administrator Work, Jobs in Chester, Eng (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
3d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
11d
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
11d

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IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
3 days ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

English
Microsoft Office
Administrative experience
Organisational skills
Financial services
AI

Full job description

Job Overview

Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.

We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.

About the Role

Office-based
Full-time
Permanent
Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)

Responsibilities

Prepare annual review reports using company templates.
Complete and submit annual review files in accordance with company procedures.
Obtain pre-sale documentation, including quotations and supporting information.
Process new business applications through to completion across pensions, investments, and other financial planning products.
Ensure all relevant client documentation is accurately maintained on the back-office system.
Maintain awareness of, and act in accordance with, all compliance and legislative obligations.
Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
Address client and intermediary enquiries professionally and promptly.
Answer inbound calls and make outbound calls as required.
Book appointments and assist with diary and calendar management.
Carry out general administrative and office duties as required.

Requirements

Previous experience in a similar role within a financial services business is desirable.
Experience producing valuations and preparing reports would be advantageous.
Experience using Intelligent Office and Dynamic Planner would be beneficial.
Strong organisational skills, with the ability to manage and prioritise workloads effectively.
Excellent attention to detail and a high level of accuracy.
Customer-focused approach with a commitment to delivering exceptional service.
Excellent communication, interpersonal, and relationship-building skills.
Confident and professional telephone manner.
Strong team player with the ability to work collaboratively.
Good working knowledge of Microsoft Office applications.

Benefits

22 days' annual leave plus bank holidays. (Three days of annual leave must be taken during the Christmas and New Year office closure).
An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
Company pension scheme.
Birthday leave.
Study support.
Death in Service benefit.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Sick pay

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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(ifa) administrator jobs in chester, eng

IFA Administrator - Full Time

IFA Administrator

Wealth Management Administrator

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