IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Financial AdministratorLocation: StokenchurchSalary: £28,000 to £32,000 DOE Benefits:Professional industry exams paid for with study support25 days holiday (excluding Bank Holidays) plus Holiday Purchase schemeIn-House Training AcademyAnnual Salary ReviewDay off on BirthdayLife Assurance and PensionCareer progression opportunities to Paraplanner and Adviser rolesAbout the Company:Due to expansion, our client is looking for a dedicated and experienced Financial Administrator to join their team. The company prides itself on delivering a first-class service to both clients and internal teams, operating within a supportive and professional environment.Key Responsibilities:Acting as the main point of contact for client queries regarding pensions, investments, and protectionHandling incoming phone calls, enquiries, and requestsCorresponding with clients both verbally and in writingProcessing New Business applicationsAssisting Paraplanners and Advisers with preparation of client review packs (annual and tri-annual)Arranging client meetings and managing Advisers'' diariesCompleting Portfolio Illustration requestsProviding back-office supportEnsuring all financial planning administration follows company proceduresMaintaining accurate and compliant client records on company systemsWhat We''re Looking For:Previous experience within a Financial Planning firm (essential)Working knowledge of Intelligent Office ..... full job details .....