Junior IFA Administrator

Position: Junior IFA Administrator (Permanent)
Are you looking to start or grow your career in financial services? Do you have strong administration skills and great communication? Would you enjoy working as part of a hardworking, sociable office-based team?

Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close-knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes.

You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people.

Main Responsibilities:

Enter and maintain accurate client data on Intelligent Office
Produce client valuations and update schedules and records
Support the processing of new business as you gain experience
Answer incoming telephone calls and act as a first point of contact for clients
Greet clients on arrival and assist with meeting preparation where required
Handle general administration tasks to support advisers and paraplanners
Scan, file and maintain documentation in line with internal procedure
Learn and follow set processes for new business and client work
Gradually develop towards basic report preparation as your knowledge grows

Skills and Experience:

Previous administration experience is preferred
Strong written and spoken English, with clear and confident communication skills
Comfortable speaking with clients on the phone and in person
Process driven, pragmatic and able to follow step by step procedures
High attention to detail and accuracy when working with data and documents
Competent user of Microsoft Word, Excel and Outlook

Experience with in financial services or with Intelligent Office is desirable but not essential
Additional Information:

Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break
35 hour working week
Full training provided by experienced team members
Friendly, sociable and supportive team environment
If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)