IFA Technical Administrator
Location Trowbridge, Wiltshire
Starting Salary £22,000 - £25,000 (plus discretionary quarterly bonus)
Sector Financial Services – Technical Administrator
Job Type Permanent, Full Time 37.5 hours per week Holiday Entitlement 20 days plus 8 bank holidays
Company Pension 5% enrolment
My client is 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 Technical Administrator to join their friendly, busy and vibrant Service Team. They are a small company with big ambitions, so it is normal practice to encourage individuals to develop ongoing ‘value adding’ projects alongside their everyday responsibilities.
The successful candidate will work within our Service department coordinated by our Client Services Manager. Our programme trains and mentors the candidate for an intensive three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable. 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).
Skills & Experience Required
High level of experience in administration within a financial sector is required. For example: Has worked for an IFA before or Part of a technical team within a financial services company or Administration role within pensions / investments / insurance – technical knowledge of a high level
Excellent IT skills in MS Word & Excel
The ability to work under pressure to deadlines
Attention to Detail