Location: Banbury

Salary: Upto £32,000

Are you looking for your next challenge within financial services?

Our client is currently looking for an experienced IFA administrator / Wealth Planning Administrator to join their support team based in the Banbury. Our client is offering a superb opportunity to be part of a highly regarded and established Wealth Planning firm who pride themselves on offering their clients a superb customer service.

Ideal candidate would love all things admin, supporting and working as part of a team.

This role requires:

  • Strong administrative and organisational skills
  • Excellent written and verbal communication skills
  • Good knowledge of Microsoft Office
  • Accuracy and attention to detail are key

Key Responsibilities:

  • Processing of new business and documentation in accordance with the agreed service and quality standards.
  • Ownership of full life cycle of transacted business.
  • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
  • Point of contact for clients, to liaise on behalf of appointed adviser/s.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
  • General administration, ensuring the client service is of a high standard.
  • Monitoring own workflow and assisting colleagues where required.
  • Producing ad-hoc client valuations.
  • Liaise with other departments, offices and colleagues in a polite and professional manner.
  • Dealing with adviser charge, fee and commission enquiries.
  • Strong broad knowledge on the products and providers available on the open market.
  • Provide support to the Business Support Supervisor.

You also demonstrate the following personal attributes:

  • Are bright, well presented, friendly and personable
  • Are self-motivated
  • Are flexible and adaptable
  • Are honest and trustworthy
  • Are efficient, punctual and presentable
  • Possess cultural awareness and sensitivity
  • Demonstrate sound work ethics
  • Are conscientious, reliable and with work follow-through
  • Are a resourceful and creative problem solver
  • Are able to maintain strict confidentiality in performing your duties

If this roles sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.