Our client is a Chartered Independent Financial Planning firm committed to providing excellent customer service to client. Due to internal growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. Our client is highly supportive of self-development and gaining further qualifications. The admin team, work in a pod system supporting three financial advisors, allowing you to get to know the clients, the paraplanning methods and Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. Some of the responsibilities: Processing new business applications and monitoring to completion Helping with client reviews Liaising effectively with providers – Fund switches, plan withdrawals Deal with general enquires from clients Producing client valuation reports Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve. Updating of the back-office software Other ad-hoc administration duties as required An ideal candidate will have at least a few years’ administration experience within a IFA, Bank or financial services. A good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills.