About the Company
Swarm Recruitment is delighted to be partnering with a Chartered Financial Planning firm that has been helping clients achieve their financial goals since 1986. Based in Poole, our clients provide truly independent financial advice to over 1,000 clients and manage more than £350 million of assets. The business has built an outstanding reputation for delivering high-quality financial planning and exceptional client service, underpinned by a friendly, supportive culture and a commitment to developing its people
.About the Ro
leDue to continued growth, they are looking to recruit an experienced IFA Administrator to join their expanding team. This is an excellent opportunity for someone with experience within an IFA or Wealth Management environment who is looking to build a long-term career within Financial Services. You will play a key role in supporting the firm’s Financial Advisers, Research & Planning team, and clients, helping to deliver an exceptional client experience throughout the financial planning journey. The business has a strong track record of developing employees internally and is looking for someone who has the potential to progress into a senior administration position within the next 12 mont
hs.Responsibili
- tiesProvide administrative support to Financial Advisers and the wider operational
- teamsManage client communications via telephone, email, written correspondence, and face-to-face intera
- ctionProcess and manage Letters of Authority (
- LOAs)Prepare client review packs, valuation reports, and meeting document
- ationMaintain accurate client records and update company sy
- stemsUtilise the firm’s CRM system to manage workflows and ensure service standards ar
- e metSupport advisers and the Research & Planning team with day-to-day administr
- ationAnswer incoming telephone calls professionally and effici
- entlyEnsure all work is completed in accordance with FCA regulations and company proce
- duresParticipate in team meetings and contribute to continuous improvement initia
- tivesAssist with wider operational and administrative tasks as req
- uiredUndertake ongoing training and development to enhance technical knowledge and career progre
ssionQualific
- ationsMinimum 2 years’ experience within an IFA, Wealth Management, or Financial Planning envi
- ronmentPrevious experience in an Administration or Client Servici
ng roleRequire
- d SkillsStrong client service and communicati
- on skillsExperience preparing client review documentation and supporting
- advisersUnderstanding of financial planning products including pensions, investments, and protection would be adv
- antageousExperience using Intelligent Office (IO) would be highly
- desirableStrong Microsoft Office skills including Word, Excel, an
- d OutlookExcellent organisational skills and attention
- to detailAbility to prioritise workloads and manage multiple tasks ef
- fectivelyA positive and proactive attitude with a desire to develop within Financial
ServicesPay range and compensati
on packageBasic Salary: £28,000 – £35,000 depending on
- experienceDiscretionary Annual
- Bonus Scheme24 Days Annual Leave plus B
- ank HolidaysAdditional Day Off on Y
- our BirthdayOffice Closure Between Christmas
- and New YearCompany Pe
- nsion SchemeDeath in Service Cover (4x An
- nual Salary)Personal Financial Review with an In-House Finan
- cial AdviserFunding Towards Eye Tests
- and GlassesFully Funded Professional Qualificatio
- ns and ExamsPersonalised Training & Devel
- opment PlansRegular Social Events and Tea
- m ActivitiesGenuine Career Progression O
- pportunitiesSalary Review and Increase Upon Progression into a
Senior Role
- Working HoursFull-Time Perm
- anent PositionStandard Hours: 8
- :30am – 5:00pmOne Ho
- ur Lunch BreakFlexible Wor
- king AvailableCondensed Ho
- urs ConsideredOffice-Based During Initial T
- raining PeriodHybrid Working Available Following Successful Training a
nd IntegrationPrivacy P
olicy StatementBy applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to y
ou if requested….