SonicJobs Logo
Left arrow iconBack to search

IFA Administrator

Blakemore Recruitment
Posted 23 days ago, valid for 18 days
Location

Witney, Oxfordshire OX296SB, England

Salary

£24,000 - £28,800 per annum

info
Contract type

Part Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • A boutique Wealth Management firm in North Leigh is seeking a Financial Planning Administrator to provide support to advisers and paraplanners.
  • The role involves preparing for client meetings, managing pre-sale and post-sale administration, and ensuring timely processing of cases.
  • Candidates should have a minimum of 12 months to 2 years of experience in a Financial Planning Advisers environment.
  • The position offers a salary of £25,000 to £30,000, depending on experience and qualifications.
  • There is potential for career progression into a Paraplanner or Senior Administrator role in the future.

We are currently recruiting for a boutique Wealth Management firm in North Leigh who are looking to recruit a Financial Planning Administrator

Job Overview

To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.

Responsibilities and Duties

  • Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report
  • Prepare and gather information e.g. LOAs and Policy information checklists
  • Meeting prep undertaken and presented to adviser ready for client meetings.
  • Basic report writing, to include Fund Switches, Reviews, New money etc
  • Basic research undertaken, using FE, Defaqto, Cashcalc, etc
  • New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible.
  • Prepare and maintain client files, including meeting compliance standards
  • Assist specialist paraplanner with investment strategy administration where required.
  • Assist with general administration duties when colleagues are absent.

Qualifications Essential:

  • Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment
  • GCSE English & Math’s (C or above)
  • Understand the financial planning process
  • Excellent written and communication skills
  • Analytical and ability to interpret data
  • Meticulous attention to detail
  • Happy to work independently and as part of a team
  • Ability to prioritise and plan own workload Desired:
  • Desire to progress to Paraplanner or Senior Administrator role in future
  • Working towards Industry recognised exams, Level 4 (CII or LIBF)

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.