Client Administrator

Hybrid - 3 days in the office, 2 days from home The Opportunity

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester.

Working closely with a team of Financial Advisers, you’ll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

• Process new business applications and associated paperwork through to submission to providers.
• Complete client identity verification where required.
• Assist advisers with the management of client cash holdings and placing trades in line with adviser instructions.
• Maintain accurate and up-to-date client and plan records on the back-office system.
• Manage tasks assigned by advisers, managers and other members of the support team.
• Assist with preparing quotations, applications, key features and other relevant paperwork for adviser meetings.
• Respond promptly and professionally to queries from clients, providers and advisers.
• Process and chase policy claims through to completion.

• The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role.
• Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous.
• A basic understanding of financial planning, providers and financial products would also be beneficial.

• Hybrid working – 3 days in the office and 2 days from home.
• The opportunity to join a national financial planning business with an excellent reputation.
• A varied IFA Administration role supporting experienced Financial Advisers.
• A professional and collaborative working environment.
• Excellent opportunities for career development and progression.
• A comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needs.
• Group Income Protection, with options to increase your level of cover and benefit period.
• Workplace pension with employer contributions.
• Critical Illness cover.
• Health Cash Plan covering areas including dental, optical and physiotherapy.
• Cycle to Work scheme.
• Access to a wide range of retail discounts and savings through the employee benefits platform.