About

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 £27,000 - £31,000 depending on experience (plus discretionary quarterly bonus) Sector Financial Services – IFA Administrator Job Type Permanent, Full Time 37.5 hours per week Minimum Requirements; Experience working for an IFA in an admin support roleIndustry qualifications woudl be advantageous geousPart of a technical team within a financial services companyAdministration role within pensions/investments/insurance with high-level technical knowledge 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 clientCorrespond and be a general liaison with the clientSubmit any new business on behalf of the clientFacilitate the annual review process of our clientsProcess new client information in preparation for their first report meetingUsing the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).Basic admin duties 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 bu