At a Glance
- Tasks: Support Financial Advisors with admin duties and ensure smooth client services.
- Company: Join a friendly, established Independent Financial Advisory firm.
- Benefits: Hybrid work model, competitive salary, and professional development opportunities.
- Other info: Dynamic team environment with a focus on compliance and client satisfaction.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Experience in administration and strong communication skills required.
The predicted salary is between 31500 - 38500 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm.
The Company Our client is a well-established Independent Financial Advisory firm dedicated to helping individuals, families, and businesses secure their financial future.
They pride themselves on delivering clear, jargon-free advice tailored to each client’s needs, ensuring long-term financial security and peace of mind.
The Role This is a full-time, position supporting Financial Advisors with a wide range of administrative duties.
You will play a key role in ensuring the smooth running of client services and maintaining high compliance standards.
Key responsibilities include: Providing full administrative support to Financial Advisors Processing new business applications (pensions, investments, protection) Liaising with providers, platforms, and clients to obtain information and updates Managing client records and maintaining accurate data on internal systems/CRM Handling client queries in a professional and timely manner Scheduling appointments and managing advisor diaries Assisting with compliance requirements and ensuring FCA standards are met Supporting the end-to-end client journey from onboarding through to review About...
Junior Paraplanner - Wealth Management - Hybrid employer: Brevere Group Careers
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to securing financial futures. Enjoy a collaborative work culture that values ongoing training and professional development, alongside flexible working hours and opportunities for career progression, making it an excellent place for meaningful and rewarding employment.
