Financial advisory occupations Work, Jobs in Semington, Wil (with Salaries)

IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
19h
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Paraplanner
TrinityBridge —Bristol
- Travel
- IT
- Communication skills
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- Communication skills
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
Quick apply
6d
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills

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IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
19 hours ago

Benefits

Free parking
Additional leave
Company pension

Qualifications

Organisational skills
Financial services
Communication skills

Full job description

About Butler Toll

Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.

We specialise in providing strategic financial advice and wealth management services for private investors, business owners and senior executives throughout the UK.

We have an exciting opportunity for an experienced IFA Administrator / Client Support Administrator looking for a new challenge.

This is a client-facing support role suited to someone who is highly organised, numerate, and confident communicating directly with clients and providers, with solid working knowledge of back-office systems and platforms.

What we offer:

A supportive, close-knit team environment
25 days holiday with additional time off between Christmas and the New Year.
Pension Scheme with 5% Employers Contribution.
Death in Service benefit and PMI with Bupa.
Free Parking at Offices
Study support and career development opportunities within financial services.
Competitive salary, dependent on experience.

As an IFA Administrator you will work alongside an aligned planner and be responsible for the same bank of clients. You will be;

Working closely with financial planners and client banks
Responding to email enquiries and liaising directly with clients on a daily basis
Processing new business applications, tracking to completion
Working on general client servicing queries & requirements
Setting up new clients on internal systems and external platforms
Preparing/sending documentation for clients appointments and meetings, including the production of annual planning meeting packs.
Dealing with internal/client/third party queries efficiently
Follow processes to ensure risk is kept to a minimum
Assist in managing the annual review process
Liaising with advisers, outsourced paraplanning partners, directors and third parties to ensure a smooth and compliant client process
First point of contact for the office – answering the office calls,
Client meeting preparation - greeting visitors to the office, preparing refreshments
Dealing with the incoming and outgoing post
Printing, copying, scanning, emailing, posting, faxing and binding relevant documents, saving emails/documents to the back office system
Maintaining accurate client records at all times
Providing support with various ad-hoc business projects
Liaising with policy providers for policy details and obtaining policy illustrations.
Ensuring all data entry is completed accurately and within specified timelines.

Prior Experience / Knowledge:

Previous experience in a client support or administration role within an IFA, wealth management or platform environment.
Strong working knowledge of Intelligent Office (iO) or a comparable back-office/CRM system.
Practical experience using investment platforms, ideally Transact, Quilter and/or Wealthtime.
Good understanding of the new business and servicing lifecycle for pensions, investments and protection.
Familiarity with FCA regulatory requirements relevant to an administrative role in a regulated firm.

Behaviours and competencies:

Excellent verbal and written communication skills, with a confident, professional manner when engaging directly with clients.
Highly numerate, comfortable working with figures, valuations and financial documentation with a high level of accuracy.
Strong organisational skills with the ability to manage a busy, varied workload and prioritise effectively.
A proactive, flexible approach — happy to support one planner as a priority while pitching in elsewhere when the team needs it.
A strong work ethic, reliability and a genuine commitment to delivering excellent client outcomes.
High attention to detail and a methodical approach to processes and record-keeping.
A collaborative team player who is comfortable working independently and using initiative.

Job Type: Full-time

Pay: £26,000.00-£32,000.00 per year

Benefits:

Additional leave
Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in semington, wil

IFA Administrator / Client Support Administrator

Private Banking - Private Banking Executive

Paraplanner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Wealth Paraplanner

Pensions Administrator

Senior Pensions Associate

Senior Pensions Associate, DB or DC

Paraplanner

Senior Pensions Administrator

Wealth Management Administrator

Client Administrator Team Leader - Financial Planning - Bristol

Financial Planner

Paraplanner

Client Administrator - Bristol

Paraplanner

Paraplanner (Marlborough)

Private Client Adviser

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Associate Director Financial Planning

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