IFA Administrator - Heat Recruitment : Job Details

IFA Administrator - Nottingham - Up to £30,000

The Client

An opportunity has arisen for an experienced Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. They pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.Benefits:

• Flexible hybrid working
• All exams/Qualifications support and paid for
• Buy/sell holidays
• PMI, dental care, DIS

The Opportunity

Due to current expansion plans, this company is looking for someone to provide high quality administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset You will have the opportunity to work in a supportive team environment where progression is strongly supported. Responsibilities will include:

• Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals) from the moment they are agreed and seeing them through to completion.
• Communication to clients throughout the transaction process.
• Requesting and collating financial information.
• Preparing application forms and client documentation.
• General client administration and communication.
• Addressing complex administration queries and investigating any problems.
• Providing support to financial planning advisers and paraplanners as required.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have -

• Previous experience within a Financial Planning company
• Professional communication manner, both written and verbally
• Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support