Ifa Administrator - Chesterfield, United Kingdom - RecruitUK

RecruitUK

Verified Company

Chesterfield, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role:
IFA Administrator

Salary:
Up to £30,000

Location:
Chesterfield

Reference Number: 8409

Do you have a passion for
Client services and
Financial Planning? Do you thrive in a fast-paced, dynamic environment where attention to detail and organizational skills are key? Look no further My client Based in
Chesterfield is seeking a dedicated and motivated Client Administrator to join their team and support their mission of providing exceptional financial planning services to their clients.

About The Company:
This is a leading financial advisory firm committed to delivering comprehensive, client-centered financial solutions.

With a legacy spanning over 20 years, the firm prides itself on providing tailored strategies that help clients achieve their financial goals and secure their future.

Role Overview:
As an IFA Administrator, you will play a crucial role in the seamless functioning of the firm's processes. You will be maintaining long-lasting relationships with Clients and supporting the practice with the processing of new business.

This role will involve working closely with a team of experienced advisors, you will be responsible for various administrative tasks that ensure the client's financial plans are executed efficiently and accurately.

Key Responsibilities:

Point of contact to clients.
Documentation processing and record maintenance.
Support in financial report preparation and client meetings.
Coordination with external financial institutions and insurance companies.
General administrative tasks and workflow collaboration.

Qualifications and Skills:

12 years of IFA Administration experience
Proven record of Client Relationship success
Excellent communication skills, both written and verbal.
Proficient in using
Intelligent Office (essential)
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ability to multitask and prioritize in a fastpaced environment.
Understanding of financial products, investments, and financial planning concepts is advantageous.

What is on Offer:

A starting salary of up to £30,000 (Based on experience)
Hybrid home/office working.
A supportive and collaborative work environment
Opportunity for skill development and onthejob training in financial services.
Exposure to a diverse range of financial planning scenarios and client interactions.
Chance to be a part of a reputable firm that is dedicated to making a positive impact on clients' financial lives.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK is pleased to be working with a Financial Advice firm based in
Chesterfieldon a
Client Administrator role.

Job Types:
Full-time, Permanent

Salary:
£25,000.00-£30,000.00 per year

Benefits: