IFA Administrator – Join a Leading Wealth Management Firm that provides hybrid working!
Are you a detail-oriented IFA Administrator with a passion for delivering outstanding client service? This is an opportunity to work for a thriving financial planning and discretionary investment management firm that is dedicated to improving people's relationship with their wealth. If you're looking for a dynamic, supportive environment that values your growth and contributions, this could be the perfect role for you.
Why This Role Stands Out:
- Competitive Salary: £28,000 - £32,000, depending on experience
- Generous Benefits Package: 28 days' holiday (plus bank holidays), life assurance, income protection, and pension
- Hybrid Working: Flexible working arrangements, with 2 days in the office and the remainder at home
- Career Development: Opportunities for growth, with support for professional qualifications (CII/RO)
- Collaborative Culture: Work in a fun, energetic team where your ideas are valued, and you'll build strong relationships with clients and colleagues
Key Responsibilities: As an IFA Administrator, you will provide vital support to advisers and paraplanners, ensuring smooth operations and a high standard of client service. Your main duties will include:
- Preparing client reports, valuations, and financial documentation
- Efficiently onboarding new clients and servicing existing ones
- Managing and updating client records on CRM systems
- Handling client queries and liaising with financial providers
- Supporting advisers with administrative tasks to ensure the business runs seamlessly
Ideal Candidate:
- Previous experience in IFA administration or a similar Wealth Management role
- Knowledge of financial products such as pensions, ISAs, and bonds
- Proficiency in CRM systems and a strong attention to detail
- A passion for providing excellent customer service and the ability to work well in a team
The Firm's Culture: This company prides itself on offering a flexible and inclusive work environment, allowing employees to balance their personal and professional lives. With over £4.5 billion in assets under management, the firm is well-established and offers exciting career progression opportunities. The team is passionate about creating a positive, supportive workplace where hard work is recognised, and having fun is a priority.
If you're ready to take your career to the next level in a firm that values flexibility, growth, and teamwork, apply today!