Job Description

• Annual leave entitlement of 28 days per annum, including bank holidays, for each year of service an extra day will be added to the annual leave entitlement, capped at 5 extra days.
• After the initial 3 month probationary period the position will be offered on a permanent basis, enrolment into the company pension scheme with a 3% employer pension contribution will also begin.
• Informal dress down day on Fridays, plus potential early finish where possible.
• Own designated parking space.
• Gym membership
• The salary will be reviewed annually and increased by inflation.
• Opportunity for career progression and support to undertake industry related exams.

Key Responsibilities of an IFA Administrator:

• Contact existing clients to book annual review meetings.
• Create and send various communications and publications to clients via email and phone
• All general office admin such as sorting of post and faxing and filing on to the systems
• Assist in the processing of group pension schemes; this includes the processing of member applications, attitude to risk questionnaires, liaising with product providers to provide required information.
• Inputting clients information and managing client data as required and in line with GDPR
• Undertake any other similar responsibilities as requested from time to time.

Required Knowledge, Skills, and Abilities

Strong work ethic and ability to communicate well with a wide range of clients Great attention to detail and ability to manage your own workload Previous experience working in a similar industry is highly desired