Financial adviser Work, Jobs in Weymouth (with Salaries)

IFA Administrator
Baggette + Co Wealth Management —Poole
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Life insurance
Quick apply
10d
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
8d
Technical Administrator
Ellis James Partners Limited —Wimborne
- £24,500 - £30,000 a year
- Organisational skills
- Financial services
- Communication skills
9d
Office Manager
Heritage Investments —Wimborne
- Up to £27,500 a year
- Full-time
- Microsoft Office
- Accounting
- Front desk
- Free parking
- Health & wellbeing programme
Quick apply
4d

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Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal…
£26,000 - £30,000 a year
8d
Wealth Administrator
Burgh Recruitment Ltd —Exeter
Confidence dealing with clients by email and telephone. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which…
7h

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IFA Administrator

Baggette + Co Wealth Management
Poole

Quick apply

Job details

Permanent | Full-time | Part-time upon request
£28,000 - £35,000 a year
10 days ago

Benefits

Financial planning services
Company pension
Work from home
Paid volunteer time
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Job Overview
We are seeking a highly organised and detail-oriented IFA Administrator to join our team. This role involves providing comprehensive administrative support within the financial services sector, ensuring smooth operation of client and adviser activities. The ideal candidate will possess strong communication skills, a solid understanding of financial planning processes, and proficiency in Microsoft Office applications. This position offers an excellent opportunity for individuals with administrative experience looking to develop their career within the financial industry.

Duties

Prepare and maintain accurate reports related to client portfolios and financial planning activities.
Analyse data to support financial advisers in creating tailored advice for clients.
Manage client records and documentation in compliance with regulatory standards.
Assist with the organisation of meetings, appointments, and client correspondence using Microsoft Outlook.
Support the preparation of financial documents and presentations using Microsoft Word and Excel.
Provide exceptional customer service by responding promptly to client enquiries and requests.
Coordinate with internal teams to ensure timely completion of administrative tasks.
Maintain a high level of organisation across all administrative functions, ensuring data accuracy and confidentiality.

Skills

Proven experience in report writing and analysis within a financial services environment.
Strong organisational skills with excellent time management abilities.
Proficiency in Microsoft Office suite, including Word, Excel, and Outlook.
Good IT skills with the ability to adapt to new software systems quickly.
Excellent communication skills, both written and verbal, suitable for liaising with clients and colleagues.
Knowledge of financial planning processes and regulatory requirements is desirable.
Previous administrative experience is essential, preferably within a financial or professional services setting.
Ability to deliver high-quality customer service consistently under pressure. This role is ideal for motivated individuals seeking a challenging yet rewarding position supporting financial advisers in delivering exceptional service to clients while advancing their professional development within the financial sector.

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Financial planning services
Life insurance
On-site parking
Paid volunteer time
Work from home

Work Location: In person

Quick apply

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IFA Administrator

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