Ifa Administrator

Job Title: Financial Planning Administrator full time or part time 4 days a week being considered

Are you a confident self-starter with experience in financial services administration? We are seeking a Financial Planning Administrator to join our team due to substantial growth and progression of current employees. This role is ideal for someone with 1-2 years' experience, preferably in an IFA setting, who values family and community.

Key Responsibilities:

• Maintain client records and prepare files for meetings.
• Manage letters of authority requests and act as a client contact.
• Ensure money laundering checks and process application forms.
• Update client database with monthly policy valuations.
• Produce accurate valuation reports and liaise with legal associates.

Experience/Key Skills:

• Commitment to previous employers and excellent communication skills.
• Self-motivated with an understanding of the financial planning process.
• Attention to detail, good IT skills, and ability to work independently and as part of a team.
• Previous experience in an IFA company is essential.

Desirable:

• Experience using Intelliflo database.
• Working towards Level 4 - Diploma in Financial Planning/Regulated Financial Planning.

What We Offer:

• Competitive salary and bonus structure.
• 25 days holiday plus bank holidays, with discretionary days for birthdays.
• 5% employer pension and exam support.
• Full-time or part-time considered, with work from home options post-probation.
• A friendly, supportive team with regular activities.

We are an equal opportunities employer, committed to treating all employees and applicants equally. If you share our values and are ready to contribute to our team, we would love to hear from you.