Administrator Financial Advisor Office

Posted 26 October by Alexander Lort


  • Proven experience within an administration role within the financial services industry
  • Experience within a sales support role within financial services would be preferable, but not essential
  • Experience of working with a wide range of Financial Services products


  • CFP or CFA is desirable. Or the equivalent experience within the industry
  • A good understanding of Trusts is desirable
  • Good knowledge of regulatory requirements
  • A good understanding of investments
  • Good knowledge of Microsoft Office
  • Educated to A level standard would be preferable


  • Excellent planning and organisational skills
  • Strong work ethic
  • Excellent communication skills, both oral and written
  • Works well in a busy, changing and pressurised environment with strict timescales
  • The ability to show great empathy with clients
  • An excellent team player with an adaptable and flexible approach to work
  • Accurate keyboard skills
  • Good analytical skills

Job Context:

  • The team are based provide specialist financial advice to solicitors and their Clients They are one of only a small number of specialist teams within the industry.
  • This role will work closely with the broader team, and alongside the Paraplanners to support the Advisers.
  • The key function of the role is to deliver a proactive, efficient support service to the Adviser while providing an excellent service to Clients, Solicitors, Barristers and the Court Funds (within the courts). The role holder will be in frequent communication with Clients (their families and legal representatives) who may have sustained severe or life-changing injuries and who must be handled with empathy and patience at all times.
  • Job Purpose:
  • To assist in the provision of a complete administration service, within a specialist team Working with the lead Administrator and Paraplanners to support and assist the Advisers in the procurement and processing of new business and the servicing of existing Clients, solicitors and related third parties i.e. investment companies and accountants. To adhere to strict, FCA, HMRC and DWP regulations and internal policy and procedure.

£25k + Benefits

Required skills

  • Administrative
  • Communication Skills
  • Financial Services
  • Regulations
  • Servicing

Application questions

Have you worked within an IFA office?
have you administrative skills/experience?

Reference: 44488912

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