TC Group
IFA Administrator
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Join a Top 20 Accountancy Firm That's Growing Fast
At TC Group, we're more than accountants. We're trusted business advisors helping ambitious entrepreneurs, SMEs and larger organisations achieve their goals.
As one of the UK's fastest-growing Top 20 accountancy firms, we're proud of our people-first culture, our collaborative approach and our commitment to helping both our clients and our colleagues succeed.
We're looking for a talented IFA Administrator to join our Portsmouth team. If you're looking for a role where your ideas are valued, your development is supported and your contribution genuinely makes a difference, we'd love to hear from you.
The Opportunity
This is a great opportunity to build your career within the IFA sector, with ongoing development and progression opportunities.
Based in Portsmouth, the role includes occasional travel to other offices and client sites, so a full UK driving licence and access to your own vehicle are essential.
What You'll Be Doing
As our IFA Administrator, you'll be responsible for:
- Maintaining up to date client fact find information and client files
- Processing new business applications including liaising with providers
- Obtaining plan information from providers
- Document management / scanning
- Assisting advisers with research / preparation to ensure the smooth running of the day-to-day business
- Preparing annual reviews for adviser client meetings
- General office duties, including answering telephones, preparing meeting packs for client appointments and reviews, administrative support to the Director of Financial Planning.
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What We're Looking For
We're keen to hear from candidates who can demonstrate:
- GCSE (or equivalent) in Maths and English, grade C or above
- At least 2+ years’ experience working within an IFA environment or Wealth Management Practice
- Good working knowledge of pensions and investments
- Excellent IT Skills with knowledge of Microsoft Office with intermediate excel skills as a minimum
- Experience using Intelligent Office, client relationship management system would be advantageous
- Highly personable with excellent organisational and communication skills
- Proactive and solutions-focused approach
- Commitment to delivering excellent client service
Most importantly, we're looking for someone who shares our values, enjoys working collaboratively and is passionate about delivering great results.
Why Join TC Group?
We understand that choosing your next career move is about more than just a job title.
At TC Group you'll find:
- A supportive and collaborative culture
- Opportunities for career progression within a fast-growing business
- Ongoing learning, professional development and qualification support
- Flexible and hybrid working options
- A business that values innovation, individuality and fresh ideas
- The chance to work with ambitious clients and talented colleagues across the UK
Our Benefits
Depending on your location and role, benefits may include:
- Competitive salary
- 23 days annual leave, increasing by one day per each year of service (up to a max of 5 days)
- Pension scheme
- Group life assurance (4x salary)
- Additional holiday purchase scheme
- Employee Assistance Programme
- Employee benefits platform with discounts, cashback, GP and prescription services
- Employee referral bonus
- Social events and team activities
- Ongoing training and development opportunities
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About TC Group
TC Group is a dynamic and rapidly growing professional services business. Our success is built on the expertise, passion and dedication of our people.
We believe that great businesses are built by great teams. That's why we invest in our colleagues, encourage innovation and create an environment where people can thrive both professionally and personally.
We're committed to creating an inclusive workplace where everyone feels respected, valued and able to bring their authentic selves to work. We welcome applications from candidates from all backgrounds and experiences. Candidates must be based in the UK and we’re unable to provide visa sponsorship if required.
Ready to Apply?
If you're looking for a rewarding opportunity with a business that's growing, investing in its people and creating exciting career opportunities, we'd love to hear from you.
Apply today and start your next chapter with TC Group.
Department
Financial Planning
Contract type
Permanent
Hours
37.5 hours per week, Monday - Friday
Salary
Competitive depending on experience
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