Working within a collaborative environment, you will support several Independent Financial Advisers alongside a team of administrators, sharing workloads to ensure clients receive an exceptional level of service. This is a varied and rewarding role where no two days are the same, making it ideal for someone who enjoys working as part of a close-knit team while managing their own workload.
The business is committed to developing its employees and offers genuine long-term career opportunities, including structured mentoring into more technical roles and support towards professional qualifications as your experience progresses.
Responsibilities:
-Preparing client review packs for adviser meetings
-Processing new business applications across pensions, investments, protection and mortgage products
-Maintaining and updating client records, ensuring information is accurate and compliant
-Liaising with providers, advisers and clients to progress applications and resolve queries
-Producing client documentation and reports
-Drafting suitability reports for advisers
-Supporting advisers with ongoing client administration
-Ensuring all work is completed accurately and in line with FCA compliance requirements
Candidate Attributes:
-Previous experience working within an IFA support or IFA administration role
-Good understanding of pensions, investments, protection and mortgage products
-Excellent organisational and administration skills
-Strong attention to detail and a high level of accuracy
-Ability to prioritise a busy workload and meet deadlines
-A proactive and positive team player with excellent communication skills
Hours:
-Monday – Friday, 9am – 5pm
-Hybrid working following successful completion of probation (2 days office / 3 days home)
Salary & Benefits:
-Salary up to £30,000 per annum, depending on experience
-24 days annual leave plus Bank Holidays
-Additional annual leave awarded for long service
-Company pension
-Life insurance
-Support towards industry qualifications as your career develops
-Structured mentoring and clear progression opportunities
-Regular company social events and team activities
-Twice-yearly company conferences with overnight stay and all expenses covered
Salary description
£30000.00 - £30000.00 per year