Talent.com
GORDON YATES
Finance Administrator within IFAGORDON YATES • slough, south east england, uk
Finance Administrator within IFA

Finance Administrator within IFA

GORDON YATES • slough, south east england, uk
4 days ago
Job type
  • Full-time
  • Permanent
Job description

Finance Administrator within IFA
London

Permanent | Full-time
Salary: £30,000-£35,000 per annum (DOE)

(note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client)

1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV.



Are you an organised administrator looking to build a long-term career within Financial Services?

We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.

Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.

The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.

Key Responsibilities

  • Managing and maintaining accurate client records and documentation
  • Preparing and submitting applications in line with company procedures and compliance requirements
  • Processing Letters of Authority (LOAs), fund switches and valuation requests
  • Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
  • Supporting the preparation of client review meetings and associated documentation
  • Managing ongoing client review administration and processing follow-up actions
  • Maintaining workflow and task lists to ensure service standards are met
  • Assisting with reporting and month-end administration
  • Attending team meetings and training to support your professional development
  • Developing technical knowledge with the opportunity to handle more complex cases after your first year

About You
We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.
You'll ideally have:

  • 1-2 years' recent experience within an IFA or Financial Planning environment
  • Previous Financial Services or Financial Planning experience advantageous
  • An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
  • Excellent organisational, communication and interpersonal skills
  • Strong attention to detail with excellent literacy and numeracy skills
  • Good working knowledge of Microsoft Word and Excel
  • The ability to prioritise workloads and work accurately under pressure
  • A positive, professional and confidential approach to your work

Knowledge of Intelligent Office would be beneficial but is not essential.

What's on Offer?

  • Salary of £30,000-£35,000 DOE
  • Four permanent opportunities available
  • Excellent training and development
  • Clear career progression within Financial Services
  • Increased earning potential as your knowledge develops
  • Company benefits package
  • Friendly, collaborative and professional working environment

This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.

Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged.

Apply today to be considered.

Create a job alert for this search

Finance Administrator within IFA • slough, south east england, uk

Similar jobs

Senior IFA Administrator

Price FergusonGuildford, England, GB
Full-time

This range is provided by Price Ferguson.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Senior IFA Administrator – £36,000 - £42,000 depending ... Show more

 • Promoted

SAP Senior Finance Consultant/Lead

Birchman Group Ltd.Bracknell, England, GB
Full-time

Job Title: SAP Senior Finance Consultant with S/4HANA experience (Full time).United Kingdom (Hybrid - Onsite/Remote).We are seeking an experienced SAP Finance Consultant with S/4HANA experience to ... Show more

 • Promoted

Private Client Support Administrator - Financial Services

Burgh Recruitment LimitedBroughton, ENG, GB
Full-time

Private Client Support Administrator - Financial Services.Salary: £32,000 + Benefits.Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfi... Show more

 • Promoted

Strategic Interim Head of Financial Reporting

Chilworth PartnershipWoking, England, GB
Temporary

A finance consultancy in Woking is seeking an Interim Head of Financial Reporting to oversee financial operations, ensure accurate reporting, and lead a finance team.The ideal candidate should have... Show more

 • Promoted

HR Administrator Starter Course (High Wycombe)

ITonlinelearning RecruitmentHigh Wycombe, Buckinghamshire, UK
Part-time

HR Course Programme – Job Guarantee Included Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills, and ... Show more

 • Promoted

Transactional Finance Analyst

CawoodBracknell, England, GB
Full-time

Cawood is the largest independent provider of analytical laboratory testing and sampling services for the land-based industries in the UK.With 15 sites around the country specializing in different ... Show more

 • Promoted

Senior Finance Recruitment Lead – Great Commission

Howett Thorpe Recruitment Consultants LtdFarnham, England, GB
Full-time

A recruitment consultancy in Farnham is seeking a Senior Recruitment Consultant / Business Manager specializing in qualified finance.This role offers a fantastic commission structure, great base sa... Show more

 • Promoted

Head of Finance

Talent GuardianFarnborough, England, GB
Full-time

Hours: Monday-Friday, 09:00-17:30.Salary: £100,000 - £120,000 plus a 10% bonus.Talent Guardian is delighted to be partnering with a well-established aviation business to appoint a Head of Finance.T... Show more

 • Promoted

Senior Finance Manager

DiverseJobsMatterMilton Keynes, England, GB
Full-time +1

Job Title: Brand Controller (Finance Business Partner – Automotive/Retail).Employment Type: Full-Time, Permanent.Our client is seeking a commercially focused Brand Controller to join a central fina... Show more

 • Promoted

Strategic Finance Partner – UK & ROI Growth

ALK Nordic A/SMaidenhead, England, GB
Full-time

ALK Nordic A/S is seeking a Senior Finance Business Partner in Maidenhead, UK.The ideal candidate will bring 3-5 years of experience in finance with a minimum of 2 years in a business partnering ro... Show more

 • Promoted

Independent Financial Advisor

Surrey Hills Wealth ManagementCamberley, ENG, GB
Full-time

We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base.This role involves assessing clients fi... Show more

 • Promoted

Finance Business Partner

Serco Canada IncAldershot, England, GB
Full-time +1

VIVO provides facilities management and accommodation maintenance for the UK military and its partners.VIVO embodies both experience and innovation.We put our Customers and Families First.They are ... Show more

 • Promoted

Finance Business Partner

SercoAldershot, England, GB
Full-time +1

VIVO provides facilities management and accommodation maintenance for the UK military and its partners.VIVO embodies both experience and innovation.We put our Customers and Families First.They are ... Show more

 • Promoted

Finance Business Analyst

Talent LockerMilton Keynes, England, GB
Full-time +2

Get AI-powered advice on this job and more exclusive features.This range is provided by Talent Locker.Your actual pay will be based on your skills and experience — talk with your recruiter to learn... Show more

 • Promoted

Transactional Finance Analyst

Ensign-Bickford Aerospace & DefenseBracknell, England, GB
Full-time

Consent****Cookie Name**: Google Analytics**What it does:** Data Collection, Configuration, Data Processing and Reporting**Why is it used:** Tracks and Reports Traffic (Anonymised) for Web Analytic... Show more

 • Promoted

Corporate Finance Senior

ACCA CareersGuildford, England, GB
Permanent

The Corporate Finance Senior role offers an exciting opportunity to contribute to a professional services firm's Accounting & Finance department, providing expert financial insights and support.Thi... Show more

 • Promoted

SAP Finance Systems Lead — BPC/SAC, S/4HANA (Onsite UK)

Whitehall ResourcesMilton Keynes, England, GB
Permanent

Whitehall Resources is seeking an SAP Finance Systems Lead in Buckinghamshire for a permanent role.You will lead the development and improvement of finance systems, driving scalable SAP Finance sol... Show more

 • Promoted

Finance Director

Redline Group LtdAldershot, England, United Kingdom
Full-time

A Finance Director is urgently required in Aldershot, Hampshire.An exciting new job has arisen for a Finance Director, based in Aldershot, Hampshire to work for a premium electrical connector desig... Show more

 • Promoted

DSG Consultant Finance Manager

Service Care Solutions LtdSlough, England, GB
Temporary

DSG Consultant Finance Manager (Contract – 5 Months).Are you an experienced finance professional with a passion for public sector financial management? Our client is seeking a dedicated Finance Man... Show more

 • Promoted

Strategic Finance Partner – UK & ROI Growth

Alk Abello SpaMaidenhead, England, GB
Full-time

Alk Abello Spa is seeking a Senior Finance Business Partner based in Maidenhead, UK, to enhance finance operations that support growth in the UK and ROI regions.The role involves collaborating with... Show more