Vacancy – IFA Administrator

Location – Richmond House, Hale, UK

Salary – £22,000 -£30,000 (DOE)

 

Due to continued expansion, we are delighted to announce that we are looking to recruit an IFA Administrator to join our dynamic and forward-thinking team.  

Our ambitious plans can only be achieved by recruiting the right people.  We provide an excellent on the job training through our Quantum Academy, which enables you to operate at the highest level. 

We provide a highly competitive starting salary along with a list of fantastic benefits which includes 20 days holiday – increasing to 25 days after 1 year.  We recognise the importance of having a balanced lifestyle so we also give you the week off between Christmas and New Year, another day’s holiday so that you can enjoy your birthday, and unlimited unpaid holidays after a qualifying period.

We operate a Company Pension, with a matched contribution of up to 5% of basic salary and the option of salary sacrifice to boost any further contributions.  There is a Death in Service scheme, Health Cash Plan, Private Medical, Insurance, Cycle to Work Scheme, as well as quarterly bonuses and incentives.

The Role:

You will be responsible for providing our Client Managers & Wealth Strategist with policy information, client valuations and the processing of new business applications. You will prepare client packs for ongoing review meetings. You will also make sure all the information for the client meetings is there on time and accurate to ensure the smooth delivery of the client proposition.

You will be:

  • Dynamic, confident, and determined
  • Committed to putting the Client first
  • Highly organised, methodical, and disciplined, your inbox never gets full.
  • Able to work to tight deadlines but are usually so well organised that it’s not necessary.
  • Updating and reprioritising your to-do list daily.
  • Able to create and use Excel spreadsheets including formulae.
  • Able to follow instructions and work within defined business processes.
  • Able to follow systems for making sure that records are always up to date and transactions correct.
  • An excellent communicator with a high level of customer service
  • Be able to work on your own as well as be a great team player.
  • Be proficient in Microsoft Office
  • Open to learning
  • Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress

Key Responsibilities:

  • Maintain ongoing relationship with the clients, keeping them informed, answering queries, and arranging review meetings.
  • Processing new business application and making sure these are processed in a timely manner.
  • Obtaining client valuations and illustrations
  • Creating meeting packs for client meetings
  • Effectively use research and planning systems such as FE Analytics, Cashcalc, and wrap platforms such as Elevate, Abdrn & Transact
  • Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.

The successful candidate must have previous experience working as a financial planning administrator – ideally be familiar with a variety of pensions and investment products. You will have solid communication and articulation skills as well as the ability to multi-task.

Our office opening hours are:

Monday to Thursday – 9:00am to 5:00pm

Friday – 9:00 am to 3:00 pm

To apply for this role, please send a cover letter and a CV to info@foresightws.co.uk

Author

Featured articles
How can a book or a small habit change transform your life?
Feel overwhelmed by investment options?
Yorkshire 3 peak Challenge Completed
Case Study: Estate planning – BPR/Trusts/Wills
Transform Your Financial Destiny: Empowerment Through Education
Investing with Purpose
The Three Peaks Challenge
wealth strategies
Financial Planning Across Life’s Stages: Wealth Strategy Tips for the UK
Mastering Change with The Quantum Programme
Learn to enjoy money
Learn To Enjoy Your Money
Get rich schemes
Are Get Rich Schemes Worth It?
Avoid Pitfalls When Making Financial Gifts
Welcome to Damiene
Welcome to Dan!
foresight bank holiday
Foresight Wealth Strategists Bank Holiday.
Mark Hughes - Charity Bike Ride
Mark Hughes helps to raise over £8,000 for local charity
How Safe Is Your Final Salary Pension?
Financial planning
Mastering Financial Planning Techniques with Foresight: Your Path to Empowerment
Spring Budget 2024
Key Dates in March
Vacancy – Receptionist/Admin person
Children Should Be Saving For Themselves
Tax doesn’t need to be Taxing
Recommended Internet Provider
Get to know: Josh Lenihan, Senior Wealth Strategist
Considering Animals and Pets in your Will
Solidus Achievement of Excellence for Estate Planning 2023
Get to know Mike Barnes
Vacancy – IFA Administrator
A week in the life of…Work Experience
A week in the life of…Work Experience
Foresight Shortlisted for Money Marketing Awards 2023
Can I stop my spouse sharing my inheritance on divorce?
2023 Budget Announcement
Professional Advisor Nominations
Webinar: When is the best time to sell my business?
ISA deadlines for 2023
Vacancy – Client Manager
Torn Will triggers £800k family dispute
Happy Steaming!
Simplifying estate after death
Case study: Simplifying estate after death

See all blogs by: