IFA Financial Services Administrator (Adviser Support)
other jobs Hulbert West Financial Planners Job
Added before 4 Days
- England,East of England,Norfolk,Norwich
- Full Time, Permanent
- £25,000 - £27,000 per annum
Job Description:
We’re a well-established Independent Financial Advice (IFA) practice supporting predominantly high-net-worth clients, and we’re looking for an experienced Financial Services Administrator to join our friendly, professional team in an Adviser Support capacity.
This is more than a typical admin role. You’ll work closely with our Financial Advisers, play a key role in delivering a first-class client experience, and have genuine opportunities to develop and progress your career within a supportive and collaborative environment.
What you’ll be doing
*Providing efficient, high-quality administrative support to Financial Advisers
*Assisting with the processing of new business and servicing of existing clients
*Maintaining accurate client records on our back-office systems
*Preparing client review packs, illustrations and valuations
*Processing documentation in line with agreed service standards and FCA requirements
*Handling queries from clients, advisers and colleagues in a professional and timely manner
*Contributing to a strong client-service culture and consistently high standards
What we’re looking for
*Ideally 3+ years’ experience in financial services administration
*Experience within an IFA practice preferred
*Good understanding of pensions, investments and protection products
*Confident working knowledge of Excel, Word and Outlook
*Experience of Intelliflo Intelligent Office, Elevate and Aviva platforms (desirable, not essential)
*Excellent attention to detail and ability to manage detailed work accurately
*Strong communication skills with a professional and friendly approach
*Highly organised, proactive and comfortable working as part of a team
What we offer
*Salary of £25,000–£27,000, depending on experience
*25 days’ holiday per year (plus bank holidays)
*Pension scheme
*Private medical insurance
*Free on-site parking
*A supportive, friendly working environment with real scope for progression
If you’re looking for a role where your contribution is valued and your development is supported, we’d love to hear from you.
This is more than a typical admin role. You’ll work closely with our Financial Advisers, play a key role in delivering a first-class client experience, and have genuine opportunities to develop and progress your career within a supportive and collaborative environment.
What you’ll be doing
*Providing efficient, high-quality administrative support to Financial Advisers
*Assisting with the processing of new business and servicing of existing clients
*Maintaining accurate client records on our back-office systems
*Preparing client review packs, illustrations and valuations
*Processing documentation in line with agreed service standards and FCA requirements
*Handling queries from clients, advisers and colleagues in a professional and timely manner
*Contributing to a strong client-service culture and consistently high standards
What we’re looking for
*Ideally 3+ years’ experience in financial services administration
*Experience within an IFA practice preferred
*Good understanding of pensions, investments and protection products
*Confident working knowledge of Excel, Word and Outlook
*Experience of Intelliflo Intelligent Office, Elevate and Aviva platforms (desirable, not essential)
*Excellent attention to detail and ability to manage detailed work accurately
*Strong communication skills with a professional and friendly approach
*Highly organised, proactive and comfortable working as part of a team
What we offer
*Salary of £25,000–£27,000, depending on experience
*25 days’ holiday per year (plus bank holidays)
*Pension scheme
*Private medical insurance
*Free on-site parking
*A supportive, friendly working environment with real scope for progression
If you’re looking for a role where your contribution is valued and your development is supported, we’d love to hear from you.
Job number 3301416
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.