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Reed
Chelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibi
Job Source: ReedBlakemore Recruitment
Chelmsford
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent O
Job Source: Blakemore RecruitmentClever-HR
United Kingdom
IFA Administrator £25,000-£29,000 plus benefits We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years, the company is now loo
Job Source: Clever-HRFinlink Ltd
Chelmsford
This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with Paraplanning duties. The Business The busin
Job Source: Finlink LtdCoast Specialist Recruitment
Leigh-on-Sea
The role is based in the Essex area with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in the
Job Source: Coast Specialist RecruitmentCoast Specialist Recruitment
Brentwood
The role is based in the Essex/London with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in t
Job Source: Coast Specialist RecruitmentCoast Specialist Recruitment
Leigh-on-Sea
The role is based in Leigh-on-Sea Essex area with a highly respected IFA Wealth Manager and will require you to work in the offices 2 days per week and 3 from home. Diploma study support is provided and the client would prefer you to be studying. Our client requires an individual to provide support to financial advisers and develop a longer term ca
Job Source: Coast Specialist RecruitmentFinancial Divisions
Chelmsford
Amazing opportunity for an IFA Administrator to join a Chelmsford based firm with a truly professional team providing expert Financial Advice to their Clients. The firm prides their self on supporting colleagues to excel in the industry through internal progression and training to achieve industry qualifications. My client has been trading for all
Job Source: Financial DivisionsChelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working.
Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail.
Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment
Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day’s holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Senior IFA Administrator jobs in Chelmsford
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