Ifa Administrator

Financial Planning Administrator Belper, Derbyshire | £24,000 - £29,000 DOE | Full-Time, Permanent Are you an experienced Financial Planning Administrator looking to join a friendly, close-knit business where your contribution will genuinely make a difference? We are working with a small, family-run financial planning firm based in Belper that is looking to welcome an experienced Financial Planning Administrator to its team.

Working within a collaborative environment, you'll support Financial Planners throughout the advice process, provide an exceptional level of service to clients and play an important part in developing and improving the firm's administrative processes. For someone looking to build a long-term career within financial planning and wealth management, this is an excellent opportunity to join a business where you'll be a valued member of the team rather than simply another number.

The Role Your responsibilities will include:
Providing end-to-end administrative support to Financial Planners and their clients Acting as a key point of contact for clients, advisers and product providers Processing new business accurately and efficiently Preparing client review packs Obtaining valuations and illustrations Processing Letters of Authority Liaising with clients and providers to obtain information and progress cases Managing client enquiries via telephone and email Maintaining accurate electronic client records Using Intelligent Office to manage client and workflow information Ensuring all administration is completed in line with FCA and data protection requirements Supporting the wider team with general day-to-day administration About You Ideally, you'll have:
Previous experience within Financial Planning, Wealth Management or IFA administration Experience providing high-quality support to Financial Planners or Advisers Familiarity with Intelligent Office Experience using investment platforms, ideally including Standard Life Wrap and Prudential Strong organisational skills and the ability to manage your own workload Excellent communication and interpersonal skills Confidence dealing directly with clients and providers The ability to work effectively to deadlines within a busy environment Good working knowledge of Microsoft Office A positive, proactive attitude and willingness to work as part of a close-knit team What's on Offer?

£24,000 - £29,000 salary , depending on experience 25 days' annual leave plus bank holidays Christmas closure Free parking Flexible working Study support Support towards achieving the Diploma in Financial Planning , should you wish to pursue further qualifications The opportunity to develop a long-term career within wealth management The chance to have genuine input into how administrative processes develop within a small business Interested?

If you're an experienced Financial Planning Administrator who enjoys working collaboratively and providing a high standard of client service, this could be a fantastic opportunity to take the next step in your career. Apply today for a confidential conversation and further information. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator