IFA Administrator

Role: IFA Administrator

Location: Chippenham

Salary: £ Negotiable

The Opportunity

An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.

Role Overview

The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations.

This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm.

Key Responsibilities

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• Client onboarding and processing new business applications
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• Servicing existing clients by helping with enquiries and questions
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• Liaising with providers to obtain policy information and updates.
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• Preparing documentation for client meetings, including valuations and reports.
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• Income processing such as reconciling fee statements and invoicing clients.
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• Supporting the team with compliance and regulatory requirements.
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Candidate Skills

Essential:

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• Previous experience in a similar IFA, wealth management or financial services administration role.
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• Strong organisational and communication skills.
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• High level of accuracy and attention to detail.
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• Proficient in Microsoft Office and CRM systems.
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Desirable:

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• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
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• Experience with Intelliflo would be advantageous
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• A proactive attitude and willingness to learn and grow within the role.
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Some of the Benefits on offer include:

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• Strong holiday allowance
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• Private Medical Insurance
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• Life Assurance
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• Pension Scheme
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• CII Exams & Membership funding
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