IFA & Mortgage Administrator

Job title: IFA & Mortgage Administrator
Hours: Full time – 34.5 hours per week
Contract length: Maternity Cover (Nov – July with the potential to extend)
Salary: £13.38 - £15.61 per hour (£24,000 - £28,000 pa) DOE
 
About Blackdown Financial
We are Independent Financial Advisers and Mortgage Advisers, based in the heart of Taunton’s city centre. We can trace our roots back to the late 1970s, originating from a family-owned business based in the Blackdown hills.
At Blackdown we want our clients to be financially independent, to be able to enjoy life, to pursue goals and dreams, safe and secure in the knowledge they have someone to turn to and rely on. This is what drives us to be the best we can be.

Our independent status and holistic approach to understanding our clients, their preferences and their motivation, sets us apart. We are not a large, faceless institution, we believe in providing personal one to one advice, built and designed to fulfil our clients’ lifestyle needs.

Having four advisers and a strong support team means we are big enough to provide excellent support, yet small enough to really get to know our clients and provide a personal, bespoke service.

About the Role
As an IFA & Mortgage Administrator, you will be working closely with our Mortgage Adviser as their administrator as well as assisting the paraplanning team in providing support for our Financial Advisers. Your role will be essential in helping to deliver a seamless and professional experience for our clients.

Working closely with the wider support team, you will be welcoming in clients, handling incoming calls and new enquires, facilitating client credit checks and preparing documentation for the advisers.

This role is responsible for providing efficient day-to-day administrative support, maintaining accurate systems and records, and ensuring client communications are handled professionally and promptly. You will also support the wider team by helping to manage workload capacity, coordinating tasks effectively and contributing to business projects and process improvements where required.
 
About You
You are an organised, proactive and client-focused individual with previous experience working in administration. Comfortable managing multiple priorities, you have strong attention to detail and take pride in delivering a high standard of administrative support and client service.

You have excellent interpersonal, communication and IT skills, with the confidence to build positive relationships with clients, advisers and colleagues alike. You can work independently, use initiative and always maintain professionalism and discretion.

We are looking for someone who is supportive, collaborative and committed to delivering an exceptional client experience, while ensuring work is completed accurately and efficiently.

Key Responsibilities include

• Acting as the main point of contact for client queries and delivering an excellent client experience.
• Ensure all leads, organic prospect and existing client relationships are managed effectively.
• Deal with incoming correspondence from providers and clients.
• Providing full administrative support to the Mortgage Adviser, assisting the paraplanning team in providing support to the Financial Advisers.
• Process and handle general administrative tasks and policy maintenance, such as facilitate credit checks, change-of-address requests, etc.
• Scheduling and arranging client meetings, sending confirmations and coordinating administration tasks on the CRM.
• Supporting the preparation of client meetings to ensure that collated documentation is accurate. Fulfilment of agreed tasks following client annual reviews and mortgage meetings.
• Support advisers in the preparation of suitability reports, client service agreement letters and assist in checking valuations.

• A minimum of 5 GCSEs at grade C/5 (or equivalent), including Maths and English
• Proficient in Microsoft Office applications, particularly in Word, Excel and Outlook (Office 365)
• Excellent organisational skills and close attention to detail. Strong verbal and written communication skills.
• Capable of managing multiple tasks and prioritising workload effectively.
• Able to handle sensitive and confidential information with discretion and professionalism.
   

• Previous experience supporting a Financial Adviser
• Existing knowledge of Intelliflo or a similar customer relationship/financial management tool
   

• Employee Assistance Program with BHSF
• Cash and Health Plan with BHSF
• Company retreats & fun days
• Free item from Superjuice each week
• A day off for your birthday
• Enhanced Holiday Scheme, rising with length of service
• Discretionary annual bonus scheme