3 jobs found

Senior IFA Administrator - Birmingham/home based - Up to £35,000 Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 1 time a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose: As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements. Key Duties and Responsibilities: Provide high-quality administrative support to advisers and the support team. Effectively communicate with clients and other parties to address queries. Accurately process applications and record management information. Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion. Qualifications and Skills: Proven experience in a similar administrative role, preferably within the financial services industry. Strong organisational skills with attention to detail. Excellent communication and interpersonal skills. Proficient in using back-office systems. Ability to work independently and collaboratively within a team. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services

Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you've also worked in the following roles, we'd also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK. Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity. The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment. DUTIES Your duties as the Financial Services Administrator include: Case Processing : Process brokered cases from application through to completion Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible Review Documentation: Produce client planning review documentation accurately and efficiently Research Support: Carry out protection and general insurance research as required Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required Policy Retention: Support the business retention of existing policies Meeting Coordination: Arrange and participate in meetings, conferences and team activities Compliance Records: Maintain registers and client information databases in line with internal compliance requirements Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service CANDIDATE REQUIREMENTS Previous experience within the financial services sector, including administration and processing experience A strong client service ethic Understanding of working with and extracting data from financial services platforms CII exams or an equivalent qualification to A Level standard Friendly and professional attitude with a proactive, can-do approach Microsoft Office experience Confident written, verbal and face-to-face communication skills with colleagues, clients and providers Able to commute within a realistic travelling distance of the Yateley office Accurate keyboard and data entry skills Good time management with the ability to prioritise workload and meet challenging deadlines Excellent attention to detail HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14976 Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

The Company: A well-established and growing financial planning business looking to appoint an experienced Financial Planning Administrator to support their team of Financial Advisers in a 100% remote working capacity. This is an excellent opportunity suited to someone already working within an IFA, Wealth Management or Financial Services environment who is looking to further develop their career, with a clear progression pathway into a Trainee Paraplanner role within 6-12 months. Working Setup: 100% remote/WFH Package: £28-30k base + full company benefits: Benefits: 4% pension, PMI and full study support (CII) Holidays: 25-days + stats Standard hours: Full-time - 37.5hrs The Role: A varied Financial Planning Administration role providing day-to-day support to Financial Advisers, ensuring an efficient and professional client experience throughout the advice process. Working closely with senior leadership and the wider administration team, key accountabilities include: Provide comprehensive administrative support to Financial Advisers Prepare and process new business applications across pensions, investments and protection Produce valuations, client correspondence and supporting documentation Maintain accurate and up-to-date client records and back-office systems Liaise with clients, providers and third parties to progress cases through to completion Ensure all work is completed accurately and within agreed service standards Support ongoing regulatory and compliance requirement Assist with client review preparation and general servicing activities Deliver a high standard of client service throughout the financial planning journey Develop technical knowledge with a structured progression plan towards a Trainee Paraplanner role The Person: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment (2+ years) is essential, alongside a good understanding of pensions, investments and financial services administration. The successful individual will be highly organised, possess excellent attention to detail and be confident communicating with both clients and providers. This opportunity is ideally suited to someone looking to build a long-term career within financial planning and progress into Paraplanning over the next 6-12 months. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.