IFA Administrator

Were looking for a positive, driven, and highly organised Independent Financial Services administrator to join our successful boutique financial planning and investment business. We have a caring and fun environment, and want an administrator who can help our business thrive.

This is a key appointment for the firm as were looking to grow our loyal and valued team.

About Oak Four

Oak Four provides a premium independent financial advice service to a select number of HNW families across the UK.

At Oak Four, we pride ourselves in being forward-thinking and paying attention to detail in all aspects of our work, with cashflow planning forming an important aspect of our advice.

We adopt an efficient and structured approach, to ensure all clients receive a first-class level of personalised service at every touch point.

Your new role

Youll be working closely with our Paraplanner, as well as the business owners who perform the adviser and operations roles. You will be a key part of our firm and perform a diverse range of functions, including gathering client data, updating back office and cashflow systems, and generating and processing applications. You will support the Paraplanner in issuing reports and ensuring the timely execution of recommendations as part of our end-to-end annual and ad-hoc client review process.

Youll remotely liaise with clients and providers to ensure smooth implementation, and will be a key point of contact by both telephone and email.

Youll be looking to embrace the administrator function with enthusiasm and support us in continuing to create process efficiencies. As a highly organised individual, you will be an ambassador for Oak Fours positivity and premium service levels, being driven to provide great client outcomes.

What youll need to succeed

You are an organised, detail-oriented individual with a passion for delivering exceptional client service. You have a proven track record of financial planning administration experience within an IFA firm. You enjoy liaising with clients and have excellent written and verbal communication skills.

Your experience working with a variety of providers and systems, along with your knowledge of financial planning, particularly pensions and investments, makes you confident in handling the technical aspects of the role. You enjoy working proactively, using your initiative, and suggesting improvements to processes.

What will you get from us?

Youll be welcomed into a positive, modern, and motivated environment where youll feel personally valued, supported, and rewarded. Youll work on a hybrid basis, with our offices being in Tamworth. Were happy to consider flexible working arrangements.

Well mentor and support you to excel in the administrator role, and you will feel personally valued and rewarded. Administrator salary will be between £26,000 to £32,000, depending on qualifications and experience, plus pension.

We offer 25 days holiday, plus your birthday!

Contact us if you want to join us on the journey.

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