IFA Administrator job in Wokingham - working closely to support professional IFA

The Specialists in Financial Services Recruitment

Job Details

IFA Administrator Administrator
Reference ID: 956
  • Salary/OTESalary of £20,000 or £27,000 plus bonus, pension and study support
  • Vacancy LocationWokingham
  • RemunerationEmployed
  • RegionLondon
Job description

Are you seeking an IFA Administrator job in Wokingham to work closely with a highly professional IFA advising HNW clients?

In this IFA Administrator position, you will be responsible for supporting the company on a day-to-day basis with administrative tasks which include direct contact with clients and providers. Your duties will include:

  • Dealing effectively with queries from clients and providers
  • Preparing client meeting packs and following up to obtain further information
  • Drafting and pre-completing application forms and letters
  • Maintaining and updating client records
  • Meeting and greeting clients
  • Preparing valuation and suitability reports
  • Diary management to schedule meetings

IFA Administrator Development

You will receive full training on their internal systems and how they conduct their business. This IFA Administrator position will expose you to every element of the financial planning admin life cycle and will enable you to have a well-rounded knowledge. As your knowledge and skills develop, you will have the opportunity to increase your technical duties.

IFA Administrator Requirements

  • Ideally you should have current experience as an IFA Administrator and have a foundation of knowledge for financial planning
  • Would look at individuals without current experience as an IFA Administrator but you must hold a degree in science, maths or accounting
  • You must be passionate about providing excellent customer service
  • You must have high attention to detail and be able to prioritise tasks effectively
  • You must have experience using Microsoft products including Word, PDF, Excel & Outlook. 

The Company

You will be directly supporting a sole IFA who is the Director of the business. The company provides financial planning and wealth management to HNW clients with a focus on helping them achieve their financial objectives.

IFA Administrator Benefits

    • Salary of £20,000 for an individual without a current Financial Services background
    • Salary of £27,000 for an individual with a current Financial Services background
    • Plus performance related bonus and benefits including study support
    • 100% Office based role with normal working hours of 9am to 5pm, 37.5 hours per week
    • Free parking available on site
    • Directly supporting an IFA who is a friendly and professional individual
    • Long term opportunity and benefit to directly assist the Director



Call us now on 0208 0044 154 or click Apply

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