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 £25,000 - £30,000 depending on experience (plus discretionary quarterly bonus)

Sector Financial Services – IFA Administrator

Job Type Permanent, Full Time 37.5 hours per week

The role/Duties

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

Skills & Experience Required

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice. Candidates should therefore have the following skills and experience:

High level of experience in administration within a financial sector is required. For example:

• Has worked/working for an IFA - at least 3 years’ experience
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance – technical knowledge of a high level

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