IFA Administrator - ref. e8997403

A successful firm of Chartered Financial Planners are seeking an experienced Financial Planning Administrator to work with our Paraplanners & Financial Planners.

We’re based in Clifton, close to Whiteladies Road, in recently renovated offices offering a great open-plan team working space, with facilities that include a fully equipped kitchen, a team break-out room, and an outside area to enjoy when the sun shines; also, somewhere to park a bike if you like to cycle to work.

You’ll work with experienced Financial Planners who have built a long-standing, loyal client-base of mainly business-owners & entrepreneurs.

We’re looking for someone who enjoys working within and wants to make an impact in a small-medium sized business. You’ll be self-motivated, highly organised and process driven. A key part of your role will be to provide our clients with an exceptional level of service, developing and maintaining client relationships, whilst continually seeking to improve the overall client experience.

• Working closely with our Paraplanners.
• Preparing applications forms and associated paperwork for the advice process.
• Onboarding new clients and processing new business.
• Liaising with product providers, DFMs and other associated third parties.
• Handling client enquiries, via phone/email etc.
• Processing LOAs and policy information gathering.
• Maintaining accurate client records.
• Processing clients’ requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches.

We welcome applications from those who:

• Have a minimum of 2 years' administrative experience within an IFA/Financial Planning firm.
• Are competent in the use of Microsoft Office including Word, Excel, Outlook, and PowerPoint and Industry Platforms such as Transact, Fusion etc.
• Are organised, pro-active and able to deliver to meet deadlines.
• Have a keen eye for detail together with a process driven approach.
• Confidently communicate, both in verbal and written form.
• Can work independently, yet also contribute well within a team.
• Have a minimum of 4 GCSEs Grade C or above, including Maths and English.
• Ideally have experience of using Enable back-office system/CRM - this would be advantageous, although not essential as full training will be provided.

Hours: Full-time; Monday-Friday 9.00 am-5.30 pm or 8.30 am to 5.00 pm (1 hour lunch)

What’s in it for you:

• Hybrid working arrangement (3 days in office, 2 at home after probation period)
• Discretionary annual bonus
• Individual Pension matched with employer contribution up to a maximum of 5%
• Life Assurance
• Group Income Protection
• Employee Assistance Programme
• 25 days holiday + Public Holidays (rising to a maximum of 30 days with length of service)
• Study support for professional qualifications, 2 days paid study leave per exam, and salary increase upon exam passes.