This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firm
In this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or someone with genuine desire to build a career within the industry.
As an IFA Administrator your duties will include:
- Support their Chartered Financial Planners and Paraplanners
- Prepare and process client documentation
- Ensure client records are maintained accurately and up to date
- Co-ordinate and schedule client meetings
Full on the job training will be provided to the successful candidate
IFA Administrator Requirements
- You should ideally have experience as an Administrator within financial planning or keen desire to build a career within this industry
- You must have excellent administrative skills, be organised, high attention to detail, strong communication, confident using Microsoft Office and be a team player
The Company
Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs.
IFA Administrator Benefits
- Salary of up to £26,000 depending on experience
- Normal office hours of 8:30am - 5pm, Monday to Friday
- Office based role in Tiverton with some occasional travel to their office on the outskirts of Exeter
- Opportunities for career growth and development
- Plus, discretionary bonus, company pension, 20 days holiday plus bank holidays and office closure for Christmas and free onsite parking
- Small, dynamic business continually looking to grow and develop with an excellent team environment
Locations
Tiverton
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