At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service in wealth management.
- Company: Respected wealth management firm with a supportive and ambitious culture.
- Benefits: Up to £32,000 salary, hybrid working, 25 days leave, and career development support.
- Other info: Opportunity for genuine career progression and professional qualifications support.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator and strong organisational skills required.
The predicted salary is between 27450 - 33550 £ per year.
IFA Administrator | Wealth Management | Wendover, Buckinghamshire Up to £32,000 + Excellent Benefits | Hybrid Working | Career Development Ready to take the next step in your Wealth Management career?
If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, growing Wealth Management firm where your contribution will be genuinely valued.
Working alongside experienced Financial Advisers and Paraplanners, you'll play a pivotal role in ensuring clients receive a seamless, professional experience from initial enquiry through to implementation and ongoing reviews.
This is a varied, fast-paced position offering exposure to all aspects of financial planning and the opportunity to build a long-term career within a supportive and ambitious business.
The Role As an IFA Administrator, you'll become an integral part of the advice team, supporting advisers across a broad range of client cases by: Processing new business across pensions, investments and protection.
Preparing client documentation, valuations and annual review packs.
Managing Letters of Authority and obtaining policy information from providers.
Maintaining accurate client records and updating back-office systems.
Monitoring business pipelines and keeping advisers and clients informed throughout the advice process.
Liaising with providers and third parties to ensure applications progress efficiently.
Supporting pre-sale and post-sale administration while delivering exceptional client service.
Assisting with ongoing client reviews and helping maintain the highest standards of compliance and accuracy.
No two days are the same, making this the perfect opportunity for someone who enjoys variety, organisation and being part of a collaborative team.
About You We're looking for someone who can demonstrate: Previous experience as an IFA Administrator or Wealth Management Administrator.
A good understanding of pensions, investments and financial planning administration.
Excellent organisational skills and exceptional attention to detail.
Strong communication and relationship-building skills.
The ability to manage multiple priorities while maintaining accuracy.
Confidence using Microsoft Office and financial services back-office systems.
A proactive attitude and genuine desire to build a successful career within Wealth Management.
Whether you're already studying towards your Level 4 Diploma in Financial Planning or looking to begin your professional qualifications, you'll receive full support and encouragement to continue your development.
What's On Offer?
Salary up to £32,000 , depending on experience.
Hybrid working. 25 days' annual leave plus your birthday off.
Company pension.
Death in Service benefit.
Full support towards industry-recognised qualifications.
Cycle to Work Scheme.
Genuine long-term career progression within a growing Wealth Management business.
Friendly, supportive team culture where your contribution is recognised and rewarded.
If you're looking for an opportunity to develop your career with a professional firm that invests in its people and offers genuine progression, we'd love to hear from you.
JBRP1_UKTJ
IFA Administrator in Milton Keynes employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
