Ifa Administrator - office based within probation

Reed Financial Services are pleased to be working with a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time IFA Administrator to join a friendly, busy and vibrant Service Team.

Location Trowbridge, Wiltshire (Office Based)

Working Days Monday to Friday 9am to 5pm

Starting Salary £27,000 - £31,000 depending on experience (plus discretionary quarterly bonus)

Sector Financial Services - IFA Administrator

Job Type Permanent, Full Time 37.5 hours per week

Minimum Requirements;

• Experience working for an IFA in an admin support role
• Industry qualifications woudl be advantageous geous
• Part of a technical team within a financial services company
• Administration role within pensions/investments/insurance with high-level technical knowledge

The candidate's role primarily, is to assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors. More specifically the role entails the following:

• Correspond with policy providers on behalf of the client
• Correspond and be a general liaison with the client
• Submit any new business on behalf of the client
• Facilitate the annual review process of our clients
• Process new client information in preparation for their first report meeting
• Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
• Basic admin duties

Company benefits:

Bonus Structure TBC after 6 months' probation

Company Pension 5% enrolment

Holiday Entitlement 23 days basic plus 8 bank holidays. 1 extra day 2 years' service, a further 1 for 5 years' service.

Flexible sell and buy back up to 3 days.

Group income protection

Group life cover

2 paid sick days

Flexible Fridays - option to work 8am-4pm

Ongoing training and support with regular re-cap sessions

Wellness Programme