Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team. Key responsibilities will include: • Providing proactive administrative support for our paraplanners and IFAs • Preparing and processing documentation for any new and existing clients • Managing cases utilising our various CRM portals and provider platforms • Handling incoming queries from internal staff, clients and external providers via email and telephone • Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties • Liaising with product providers and other third parties • Promoting the company’s services in a professional and FCA compliant manner Person Criteria: • Previous experience of an administrative role within the financial services industry, essential • Good level of education, passes in English and Maths • Excellent written and verbal communication skills • Strong numeracy skills and exceptional attention to detail • Ability to understand and analyse financial and non-financial data • Experience in communicating with and managing expectations with clients • Desire to learn and develop • High level of initiative • Ability to work independently and as part of a team • Literate with MS products including Outlook, Word and Excel • Prior experience working with CRMs/online portals such as Intelliflo Office • Platform experience with Nucleus, Transact, Quilter and Standard Life/abrdn (Desired) Additional Information: Woking - hybrid Salary - dependent on experience, most likely £30-35,000, however the client will consider very experienced IFA support applicants looking for up to £40,000 or higher Discretionary annual bonus Pension (5% employer and 3% employee contributions) Private Medical Insurance allowance (following completion of probationary period) Hybrid office working 25 days' annual leave (Christmas close down not taken from annual leave allowance) Study support Company provided laptop and mobile phone Free parking Death in service cover Pathway to train as a Paraplanner Regular company social events