IFA Administrator – Join a Dynamic Wealth Management Team!
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment? We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Why join us?
- Reputable firm: Join a respected company known for delivering tailored advice and building long-term client relationships.
- Supportive team: Work alongside experienced advisors in a collaborative and supportive environment that values career progression.
- Professional growth: Ongoing development opportunities, including financial support for professional qualifications.
- Work-life balance: Enjoy a positive work culture that promotes flexibility and employee well-being.
Key Responsibilities:
- Provide comprehensive administrative support to financial advisers and paraplanners.
- Assist in preparing client review packs, reports, and documentation for client meetings.
- Process new business applications, ensuring accuracy and compliance with FCA regulations.
- Manage client files, ensuring they are kept up-to-date and compliant.
- Liaise with product providers and clients to ensure smooth processing of policies and investments.
- Support advisers with diary management and scheduling client appointments.
Salary & Benefits:
- Competitive salary: £26,000 – £30,000 (depending on experience)
- Bonus scheme: Performance-based incentives.
- Comprehensive benefits: Pension scheme, life insurance, and private medical cover.
- Holiday entitlement: 25 days annual leave plus bank holidays.
What we're looking for:
- Proven experience in an IFA/Wealth Management environment.
- Strong knowledge of financial products and regulatory requirements.
- Excellent communication and organisational skills.
- Proficiency in Microsoft Office and financial software systems (e.g., Intelligent Office, Adviser Office).
- Ability to work independently and as part of a team.
Ready to take the next step in your IFA administration career?
Apply now and join a firm where your skills are valued, and your career can flourish!