At a Glance
- Tasks: Provide top-notch admin support to financial advisers and clients in a dynamic environment.
- Company: Reputable financial planning firm in Banbury with a supportive team culture.
- Benefits: Competitive salary, career progression, and support for industry qualifications.
- Other info: Great opportunities for growth and development within the company.
- Why this job: Kickstart your career in finance while gaining valuable industry knowledge and experience.
- Qualifications: Experience in financial planning and R0 qualifications are a plus.
The predicted salary is between 25000 - 32000 £ per year.
An exciting opportunity for an IFA administrator has opened at a highly regarded financial planning business, based in Banbury, that specialise in all aspects of savings, investments and retirement planning. This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrators who provide high quality support to the firm’s financial advisers.
The main purpose of this position will be to provide a consistent and efficient administrative service to Clients and Advisers of the business ensuring you are producing a high and accurate standard of work at all times. Progression towards more technical roles is supported within the firm, with additional support given to anyone looking to complete industry specific qualifications.
What’s needed for me to be considered?
- Experience within a financial planning environment
- Any R0 qualifications are desirable
IFA Administrator in Banbury employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.