ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Heat Recruitment Ltd
Hellesdon
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such train
Job Source: Heat Recruitment LtdBrevere Group
Norwich
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee-based advice to HNW clients, this successful IFA and mortgage practice requires a professional and proactive Financial Services Administrator to provide holistic support to
Job Source: Brevere GroupHeat Recruitment
Norwich
Paraplanner - Remote working - Up to £45,000 An exciting opportunity has arisen for an experienced remote Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly
Job Source: Heat RecruitmentHeat Recruitment
Norwich
Financial Planning Administrator - Norwich - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advis
Job Source: Heat RecruitmentBrevere Group
Norwich
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers
Job Source: Brevere GroupFocus Search and Selection
Norwich
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionService Service Employment Agency Limited
Norwich
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and rese
Job Source: Service Service Employment Agency LimitedLeaders in Care
Framingham Earl
Flexible Working Arrangements Considered | Longstanding Senior Management Team | Learning & Development Programme | Career Progression Opportunities Are you currently seeking a new career opportunity, where you can continue to do the job you love, providing excellent care to children and families? Leaders in Care are currently looking for an expe
Job Source: Leaders in CareUnited Kingdom
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years. First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.
My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a transferable skill set and background such as mortgage administration.
The role
The hours of work will be 37.5 hours, Monday - Friday based in my clients office just ten minutes east of Norwich’s outskirts .
Role duties
PA and general admin duties
You will organise and diarise meetings on behalf of the advisers.
You will work with the advisers to prioritise tasks.
You will answer calls and email queries as appropriate and act on all non-technical queries.
Client servicing and meeting preparation
You will use appropriate systems and processes to submit new business to providers.
You will assist with the preparation of meeting packs for client meetings including for new business and annual reviews.
You will prepare illustrations, valuations, application forms and other documents for client signing or approval.
You will submit fund switches, rebalances, new business etc with a number of different platforms and providers.
You will liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed, as necessary.
You will analyse existing products including investments, pensions, protection, mortgages, and equity release.
You will conduct product and fund research.
You will suitability reports of varying complexity for adviser approval.
You will schedule and manage follow up tasks relating to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
You will ensure all client information (including meeting notes) is accurately maintained on Intelligent Office and other systems where appropriate.
You will ensure client agreements, service propositions etc, are in place and are signed, documented and saved to Intelligent Office.
You will assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
You will record and file all relevant correspondence.
Required skills and experience.
3+ years’ experience in an IFA administration role (desirable).
Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge (desirable).
Demonstrable experience of delivering client service at the highest level.
Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
Relevant industry qualifications (desirable).
Competencies
Learn quickly and have the confidence to take responsibility for own workload.
Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs.
Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills.
Work well under own initiative, with a common-sense approach to problem solving.
Benefits
From £22,000 to £27,500 depending on experience and qualifications.
25 days holiday plus bank holidays.
Annual vote whether to close the office between Christmas and New Year.
Annual discretionary bonus (paid for the last 10 years).
Free parking.
Support for taking relevant exams.
IFA Administrator jobs in United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.