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IFA Administrator

Posted 18 May by Cavendish Maine Recruitment Easy Apply Ended

Job Title: IFA Administrator

Location: Trowbridge

Job Sector: Financial Services

Job Type: Permanent

Salary: Competitive

Job Reference: LS/20375

About the Role:

My client is looking for an IFA Administrator to join their highly technical and focused Financial Planning Administration Team.

The role available is for a financial professional with experience of working as an Administrator supporting a team of IFAs. You must have a passion for providing a high level of client service and ambition to advance your career through the undertaking of exams. Ideally you will have gained some industry related qualifications, though this isn’t necessary. Experience is highly important, this is a fast- paced business and the requirement to be able to 'get stuck in’ is important.

Duties will include general administration and technical support to a team of Independent Financial Planner’s. The Administrator will work alongside more senior colleagues to help ensure that all paperwork and client information is up to date and available in preparation of Client and Advisor meetings. The Administrator will assist with maintenance of the client files, obtaining valuations and key product information from providers, implementation of advice; setting up policies, transferring assets and setting up income payments. The Administrator must have an understanding of compliance and FCA guidelines and be familiar with KYC and AML.

About the Company:

This vacancy has become available due to growth of their client book. My client, a successful Financial Planning and Asset Management consultants has a solid reputation for providing goal based and age related financial planning. Core areas of advice include Wealth Management, Mortgage Planning, Later Life and retirement planning including Estate Planning and Equity Release. My client is also a specialist at providing biblical money management and are part of the association of Christian Advisors.

Their ultimate priority is to assist clients to achieve their lifetime goals by helping them to analyse their financial situation and implement a realistic plan in order to achieve them.

Key Skills/Experience Required:

To be successful in this role you will need to be an experienced administrator ideally with some industry related qualifications though this isn’t necessary.

You will need to have strong communication skills, have a high level of organization and good time management skills particularly when under pressure.

The role also requires you to be accurate with detail and great with clients over the telephone, email and in writing.

Salary/Benefits Information:

A competitive salary will be on offer and relative to the existing experience of the successful candidate. My client encourages all employees to improve their knowledge through the undertaking of exams and support employees to fund their qualifications. There is a financial reward for passing an industry related exam.

My client offers an annual bonus scheme, a long-term bonus/ saving scheme and they match pension contributions up to 5%.


If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

Reference: 35175545

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