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Permanent

Ifa Administrator - hybrid working

Gloucestershire
money-bag 28000.00-28000.00 Annual
3128666854
Posted Yesterday

IFA Administrator - 2 days home working option - Gloucester basedAn exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team.The RoleYou will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment.Key responsibilities will include:Processing new business applications and managing cases through to completionMaintaining accurate client records and documentationLiaising with providers, clients and advisers to progress cases efficientlySupporting advisers with client preparation, quotations and documentationManaging ongoing servicing requests and policy administrationAbout YouMinimum 1+ year experience within financial services administrationStrong organisational skills with the ability to manage multiple cases simultaneouslyExcellent communication and client service skillsComfortable working in a high-volume, deadline-driven environmentSalary and ProgressionSalary up to £30,000 (Up to £32,000 for the right individual)Structured reviews: Annual salary reviewWorking PatternInitial 2-3 weeks office-based onboardingPossible option for WFH on Fridays during initial periodThereafter: 3 days in the office / 2 days from home (flexible on which days)Benefits26 days holiday + bank holidays + birt

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