Finance Administrator within IFA

Finance Administrator within IFA

London

Permanent | Full-time

Salary: £30,000-£35,000 per annum (DOE)



Are you an organised administrator looking to build a long-term career within Financial Services?



We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.



Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.



The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.



Key Responsibilities

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  Managing and maintaining accurate client records and documentation

  
  


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  Preparing and submitting applications in line with company procedures and compliance requirements

  
  


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  Processing Letters of Authority (LOAs), fund switches and valuation requests

  
  


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  Liaising with product providers, advisers and clients, providing regular updates throughout the advice process

  
  


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  Supporting the preparation of client review meetings and associated documentation

  
  


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  Managing ongoing client review administration and processing follow-up actions

  
  


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  Maintaining workflow and task lists to ensure service standards are met

  
  


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  Assisting with reporting and month-end administration

  
  


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  Attending team meetings and training to support your professional development

  
  


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  Developing technical knowledge with the opportunity to handle more complex cases after your first year

  
  

About You

We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.

You'll ideally have:

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  At least 1 year's administration experience within a busy office environment

  
  


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  Previous Financial Services or Financial Planning experience would be advantageous but is not essential

  
  


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  An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.

  
  


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  Excellent organisational, communication and interpersonal skills

  
  


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  Strong attention to detail with excellent literacy and numeracy skills

  
  


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  Good working knowledge of Microsoft Word and Excel

  
  


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  The ability to prioritise workloads and work accurately under pressure

  
  


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  A positive, professional and confidential approach to your work

  
  

Knowledge of Intelligent Office would be beneficial but is not essential.



What's on Offer?

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  Salary of £30,000-£35,000 DOE

  
  


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  Four permanent opportunities available

  
  


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  Excellent training and development

  
  


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  Clear career progression within Financial Services

  
  


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  Increased earning potential as your knowledge develops

  
  


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  Company benefits package

  
  


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  Friendly, collaborative and professional working environment

  
  

This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.



Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged.



Apply today to be considered.