IFA Administrator
Njr Recruitment

Leamington Spa, Warwickshire
•2 hours ago
•No application
About
IFA AdministratorLeamington Spa Up to £30,000 + Fantastic BenefitsHybrid Working | Life Assurance | Exam Support | Health Cash Plan | Flexi-TimeExperience of using Intelligent Office and the Transact platform is desirable. Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Leamington spa, where your progression and expertise will be truly valued. In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency and first-class service at all times.Why This Role Stands OutHybrid working and flexible hoursFull support towards professional qualificationsHealth Cash Plan and Employee Assistance ProgrammeLife AssuranceA collaborative, friendly and professional working environmentKey ResponsibilitiesProcessing new business across multiple provider platformsPreparing client files, valuations, illustrations and suitability documentationManaging day-to-day administration duties and maintaining accurate client recordsEnsuring workflow tasks and SLAs are completed on timeLiaising with clients, providers and internal colleagues via phone, email and letterMaintaining diary systems and ensuring all documentation is stored and scanned correctlyEssential ExperienceTo be successful in this role, candidates must have:Strong Financial Services administration experience within Pensions & InvestmentsProven ex




