- Assist in providing administrative support to IFAs in managing client relationships, including scheduling appointments, preparing client documentation, and responding to client inquiries.
- Accurately input and maintain client information, financial data, and transactions in our CRM system or other relevant software platforms.
- Ensure all client files and documentation are up-to-date and compliant with regulatory requirements, including gathering necessary paperwork and completing administrative tasks related to client onboarding and ongoing service.
- Support IFAs in preparing financial planning reports, presentations, and other materials for client meetings, ensuring accuracy and professionalism.
- Liaise with clients, providers, and other relevant parties via telephone, email, and in-person meetings to facilitate smooth communication and efficient resolution of queries.
- Undertake various administrative tasks such as filing, scanning, photocopying, and maintaining office supplies to ensure the smooth running of daily operations.
- A keen interest in pursuing a career in financial services, with a willingness to learn and grow within the role.
- Strong attention to detail and accuracy in data entry and documentation.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems or financial planning software is desirable.
- Organizational skills and the ability to prioritize tasks effectively in a fast-paced environment.
- A proactive and adaptable approach to work, with a willingness to take on new challenges and responsibilities.
- Competitive salary of 20,000 to 24,000 (DOE).
- Opportunities for career progression and further training.
- A supportive and collaborative work environment.
- Employee benefits package, including pension contributions and holiday entitlement.
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Junior IFA Administrator - Derby, United Kingdom - Heat Recruitment Ltd
Description
This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.
Job Description:
We are currently seeking a diligent and enthusiastic Junior Independent Financial Advisor (IFA) Administrator to join our dynamic team in Derby. The successful candidate will play a crucial role in supporting our team of experienced IFAs in delivering exceptional service to our clients. This role offers an excellent opportunity for someone looking to kick start their career in the financial services industry and gain invaluable experience within a supportive and collaborative environment.
Key Responsibilities:
Qualifications and Skills:
Benefits:
Whats next:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career.
