At a Glance
- Tasks: Support clients and advisers, ensuring smooth operations and managing queries.
- Company: Respected Chartered IFA known for developing talent and offering growth.
- Benefits: Salary up to £35k, study support, mentoring, and clear progression routes.
- Other info: Opportunity to build new skills and take on more responsibility.
- Why this job: Make a real impact while growing your skills in a dynamic environment.
- Qualifications: 12 months' experience in IFA or wealth management admin; strong communication skills.
The predicted salary is between 30000 - 35000 £ per year.
If you’re looking for a role where you can continue to grow and develop your skills and knowledge and genuinely make an impact, this could be the perfect next step.
Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent.
What You’ll Be Doing This is a varied, evolving role where no two days look the same.
You’ll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes.
From annual reviews to investment admin, cashflow planning to documentation checks, you’ll be at the heart of the client journey.
You’ll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting.
What They’re Looking For Someone with around 12 months’ experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You’ll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30–35k salary depending on experience
