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IFA Administrator

Solihull, West Midlands
Remote Working
Remote Working
£40,000 to £50,000
Job Type
8 Sep 2022
IFA Administrator required. Great company to work for and plenty of opportunities to learn. IFA / financial planning background required. It's your can do attitude and organisation and people skills were after. We'll train you in the rest! Are you the super client service focused IFA administrator we are looking for to be our next team member? Can you be the person our clients look forward to seeing when they come to our offices and take part in our regular client events? Can they turn to you when they need something? This is a fantastic opportunity. We are a friendly, fun and team orientated company and we put our clients at the heart of everything we do. We want you to thrive and progress and you will be working at a Chartered independent adviser firm where you can make a real difference. You may wish to train to be a paraplanner or progress into a senior IFA administrator role in the future. Your positive attitude, client focused approach and get up and go and our support and encouragement will be a forceful combination! A quick look at our website will tell you all you need to know. Please read our excellent client reviews and watch our adviser video profiles which will give you a real feeling for who we are and what we stand for. The role Working as part of a team, the role will involve providing timely and efficient IFA administration support to the advisers, paraplanners and other members of the company. Be a point of contact for clients, new business, life offices and third parties. Maintain our administration systems and ensure client data is up to date. Manage the business administration workflow. Book client meetings and manage client servicing queries and calls. Ensure business files are compliant and up to date. Meet and greet our clients when they come into the office. Attending client events and play a part in the experience we give our clients. Run our office and make sure its a joy to walk into and is fully supplied. Benefits 30 days holiday plus bank holidays, company pension, bonus scheme, income protection and medical insurance after probation, 35-hour week, office based with some occasional homeworking. Essential skills A few years IFA administration or financial planning client services experience is required. Great people skills and able to maintain client trust and inspire confidence. Able to work as part of a team supporting others. Able to work on your own initiative with a positive can do attitude. Extremely capable, efficient and diligent at getting things done. Good knowledge of Microsoft Word and Excel. Effective organisation and planning skills. Possess a keen eye for detail. About us Lucent Financial Planning is a caring, innovative and dynamic Chartered Financial Planning company. We are focussed on our clients, and we are equally focussed on our employees. As an employer we are supportive and loyal, and we understand the importance of family. The commitment we give to our employees and vice versa is critical to our success and when we all work together and are successful, we share the rewards in bonuses, praise and recognition and career progression. Please spend a few minutes on our website reading some of our client reviews and watching our adviser profiles, reading about our team members and looking at some of the events we put on for our clients. It will give you a real insight as to what it is like to work at Lucent and what we can do for you if you join us. We are using recruitment specialists Recruitment Rebellion to assist us with this vacancy. Please do apply to us via the advert and not directly as your CV may be missed if you do. Please, no agencies
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  • Job Reference: 707259524-2
  • Date Posted: 8 September 2022
  • Recruiter: Lucent Financial Planning
    Lucent Financial Planning
  • Location: Solihull, West Midlands
  • Remote Working: Some remote working possible
  • Salary: £40,000 to £50,000
  • Sector: Accounting
  • Job Type: Permanent