Full job descriptionIFA Administrator
Fleet, hybrid
Up to £32,000
Fulltime or Parttime (4x full days or 5x shorter days)
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an IFA administrator, you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate.
Benefits:
*Up to £32,000
*Fulltime or Parttime (4x full days or 5x shorter days)
*Hybrid
*Pension contribution
*DIS
*Parking
*A supportive and collaborative team culture that values growth and professional development.
*Opportunities to advance towards Chartered status or senior paraplanner roles.
To be considered for this IFA Administrator position:
*Proven IFA Administrator experience within an advisory or wealth management environment.
*Understanding of financial products - investment, pensions, tax planning
*Proficient in using financial planning software and CRM systems - training can be provided
Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support