Job Description

This will particularly suit if you also enjoy client interaction. Your main duties and responsibilities will include (but not be limited to):

• IFA administration duties
• Be a point of contact for Advisers and Paraplanner for technical administrative queries.
• Mentor graduates within the admin team
• Participate in team meetings.
• Highlight any concerns so that the department and firm can constantly improve.
• Update the Xplan back office system.

Benefits include.

• 23-day holiday allowance increasing with length of service
• Two-week Christmas closure
• The flexibility of working from home and the office.
• A pension scheme with a salary sacrifice option available.
• Charitable corporate support with two volunteer days per year
• Support with industry exams.
• Additional employee benefits.

Required Knowledge, Skills, and Abilities

A wide knowledge of the different administrative roles and varied industry products. At least one years’ experience of working in administration within a busy IFA office. Excellent prioritization skills to meet, if not exceed, deadlines. The ability to manage expectations of all staff and clients. A good working knowledge of Xplan is desirable (but not necessary). A good working knowledge of online provider platforms. Ideally, a degree-level education and the Financial Planning Certificate (but not necessary). Sociable and enjoy being part of a team. Self-driven and results-oriented, with a positive outlook. Mature, reliable, tolerant and determined to ensure excellent outcomes for clients. An empathic communicator.