Job Title

Were representing a well-established and growing financial planning firm who are looking to bring an experienced IFA professional into their team to either join the organisation as an Administrator or a Trainee Paraplanner, depending on your goals. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued.The RoleYoull play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams.Key ResponsibilitiesUpdating client plans and personal information on the back office systemManaging details such as plan start dates, contribution and withdrawal schedules, and wrapper dataLiaising with external providers across product ranges to obtain accurate valuation and fund informationRequesting electronic valuations via GatewayDownloading fund fact sheets and ensuring correct funds are usedProducing Annual Review Packs for adviser meetingsPreparing fund fact sheets and simple post-review (MIFID) lettersWhat Were Looking ForPrevious experience in an IFA environment (minimum 1 year required)Understanding of pensions and investment productsHigh level of accuracy and strong data entry skillsOrganised, methodical and able to manage multiple tasksConfident communicator with good phone mannerProactive team player who can also work independentlyBenefitsCompany pensionLife insuranceFree and on-site parkingAdditional leaveCompany social eventsSick payIf youre an experienced administrator looking for a new challenge within a supportive and professional team, wed love to speak with you. Apply now for more details.