Senior IFA Administrator/ PA - Colchester

A fantastic opportunity to work for an established IFA based in Colchester. They’re seeking a personable and enthusiastic Senior Financial Administrator / PA to join their expanding team. You will be required to work closely with one of the directors and assist them with providing a top-class service to all clients.

My client has an excellent reputation in the area, and this is a fantastic opportunity to join a successful company who have a very bright future moving forward. You must have a keen eye for detail and committed to offering outstanding customer service.

The right person will quickly become an integral part of the smooth running of the business and key to our continued growth. As well as managing their financial department you will get have a chance to get involved with many aspects of the company.

The key duties for the Senior IFA Administrator / PA include, but will not be limited to:

  • Fill in Fact Finds
  • Servicing Existing clients’ plans/ investments
  • Collate information and pass on to the admin team
  • Sitting in on client meetings
  • Maintain regular contact with clients providing assistance where required
  • Liaise with various providers, gathering and correlating plan and policy information and ensuring a smooth and timely business process
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly 
  • General Administration for the Director

To be considered for this role, you must have the following: 

  • Good Experience as a Senior Financial Administrator/ Paraplanner, preferably working in an IFA firm.
  • Knowledge and experience of Intelligent Office and Investment Platforms.
  • Team player with an enthusiastic and positive attitude
  • Able to meet deadlines and work under pressure
  • The ability to work on your own initiative

Working Hours:

  • 8:30am to 5:00pm
  • Monday to Friday

In return for this Senior IFA Administrator/ PA role my clients are looking to offer:

  • Basic salary of between £30,000 - £37,000 (Depending on Experience)
  • Added benefits.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage