IFA Administrator

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join our their Penrith Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first‑class service is provided to internal and external parties.

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with the Firm’s procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.

• Good working knowledge of IO and Platform.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi‑tasking abilities.
• Analytical and problem‑solving skills.
• Flexibility/adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

• 25 days holiday (rising with length of service) plus Bank Holidays.
• Birthday Leave.
• Holiday Purchase Scheme.
• Life Assurance.
• Pension.
• Corporate Eyecare.
• Extras Discount shopping discounts.