At a Glance
- Tasks: Support financial planning processes and manage client cases with precision.
- Company: Reputable wealth management firm known for exceptional client service.
- Benefits: £35,000 salary, bonus, comprehensive benefits, and hybrid working.
- Other info: Opportunities for training, study support, and career progression.
- Why this job: Join a dynamic team and kickstart your career in financial planning.
- Qualifications: Experience in administration and a passion for client service.
The predicted salary is between 35000 - 35000 £ per year.
Salary: £35,000 + Bonus + Comprehensive Benefits Package
Job Type: Full-Time | Permanent | Hybrid Working
Build Your Future Within a Successful Wealth Management Firm
An established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon. This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service.
You'll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development.
Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish.
For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning.
The Opportunity
As an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with...
