Finance Administrator within IFA, GORDON YATES

Finance Administrator within IFA

London

Permanent | Full-time

Salary: £30,000-£35,000 per annum (DOE)

Are you an organised administrator looking to build a long-term career within Financial Services?

We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.

The Role

Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.

Key Responsibilities

• Managing and maintaining accurate client records and documentation
• Preparing and submitting applications in line with company procedures and compliance requirements
• Processing Letters of Authority (LOAs), fund switches and valuation requests
• Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
• Supporting the preparation of client review meetings and associated documentation
• Managing ongoing client review administration and processing follow-up actions
• Maintaining workflow and task lists to ensure service standards are met
• Assisting with reporting and month-end administration
• Attending team meetings and training to support your professional development
• Developing technical knowledge with the opportunity to handle more complex cases after your first year