Financial Planning Administrator

Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, loyalty bonus of c£6,000 payable after 2 years of service, team bonuses and an excellent pension.

Role responsibilities:

The incoming IFA Administrator will have previous experience working in an IFA Practice / Financial Planning Firm and will ideally have some pensions knowledge at an administrative level. Key tasks will include:

• Support the day-to-day operations for advisers
• Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
• Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
• Obtain quotations from product providers and provide illustrations and product information to the Advisers as required
• Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale
• Ensure that files are complete post-sale with all required client identification documentation and necessary application forms
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser
• Prepare portfolio valuations as requested
• Process new business applications and fund switches
• Attend and contribute to regular update meetings with the Administration Team Manager
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
• Support the practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with practice and regulatory standards
• Maintain technical competence at an appropriate level to meet the requirements of the role
• Maintain a good working relationship with colleagues, clients and third parties.

Person specification:

The successful IFA Administrator will have a broad range of skills and attributes to help them excel in their new role:

• Previous experience in an administration role (IFA / Financial Planning firm / financial services)
• Experience of setting up and maintaining systems, processes and procedures
• Comfortable with/experienced in using electronic (client) data systems
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Good organisation skills
• Attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team
• Open to change with a creative approach to problem solving

Benefits and rewards:

The incoming Financial Planning / IFA Administrator will benefit from working within a professional and friendly office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits:

• 25 days holiday plus bank holidays
• Hybrid working options with 2 days of remote working a week
• Bonus scheme (c£6,000 payable after 2 years of service)
• Excellent Pension

About the company:

A market leading Financial Planning Firm in Bolton, Greater Manchester offering a broad range of Financial Planning offerings.. The company shows a keen interest in the wellbeing of employees and are large enough to offer progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working to all staff.

Next Steps:

Apply now if your skills and experience align with this IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.