Ifa Administrator in Royal Leamington Spa - CV-Library

IFA Administrator

Job Type: Full-time, Permanent

Location: Leamington Spa

Salary: Competitive

About the role:

We are currently seeking a passionate and motivated individual to join our team as an IFA Administrator. This is a fantastic opportunity for someone looking to start or develop their career within the financial industry. While previous experience is not essential, a genuine interest in learning and progressing within the sector is key. A financial background would be beneficial but is not required.

In this role, you will be working closely alongside two highly experienced and skilled financial administrators, providing essential administrative support to our financial advisors. This role offers a clear path for progression, with the opportunity to learn and grow towards becoming a financial advisor in the future.

Responsibilities:

* Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals

* Prepare new client packs, request customer documents to support applications and cases and client meetings

* Follow up with clients, assisting them in preparing a complete set of documents

* Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA’s, Mortgages and Protection

* Serve as the first point of contact for admin tasks

* Conduct review checks on each case before submission and liaise with clients for any missing or additional information

* Submit new applications on behalf of clients and advisers.

* Perform general administrative duties such as filing, photocopying, scanning, and posting documentation

* Provide regular updates to clients, ensuring all important information is communicated clearly

* Input data into CRM and Excel spreadsheets

* Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement.

Required Skills & Qualifications:

* IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel).

* Previous administrative experience

* A genuine passion for learning and development within the financial industry

* Quick learner, highly organised, and detail oriented.

Benefits:

* Supportive team environment

* Company pension scheme

* Supportive and dynamic team environment

* Company events.

How to apply:

Please send your CV and a cover letter outlining your interest in the role and your motivation to learn and grow within the financial sector