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The Opportunity
We are recruiting on behalf of a well-established Independent Financial Adviser (IFA) practice seeking an IFA Administrator to join their growing team.
This is an excellent opportunity for someone looking to start or develop a career within financial planning. The successful candidate will receive full training and support while gaining valuable experience working alongside experienced Financial Advisers and administrators.
Responsibilities
- Provide administrative support to Financial Advisers and the wider team.
- Assist with preparing client documentation and meeting packs.
- Maintain accurate client records and update internal systems.
- Liaise with clients, providers and third parties via telephone and email.
- Support the processing of new business and client documentation.
- Request and obtain policy information and valuations.
- Assist with client reviews and ongoing servicing.
- Ensure all documentation is completed accurately and in line with FCA requirements.
- Provide professional and efficient support to ensure a positive client experience.
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Requirements
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- Currently studying towards CII R0 qualifications (essential).
- Genuine interest in building a career within financial planning/wealth management.
- Strong organisational skills and attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to learn quickly and manage multiple priorities.
- Previous office administration or customer service experience is desirable but not essential.
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