At a Glance
- Tasks: Support financial advisers with diary management, client communication, and documentation.
- Company: Join a forward-thinking financial services firm known for innovation and inclusivity.
- Benefits: Competitive salary, remote work, yearly bonus, and comprehensive health benefits.
- Other info: Dynamic role with opportunities for professional development and career growth.
- Why this job: Be at the heart of operations and make a positive impact for clients.
- Qualifications: Experience in high-level administrative support and excellent communication skills.
The predicted salary is between 31000 - 32000 £ per year.
This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and/or paraplanners. If you're organised, proactive, and passionate about delivering outstanding service, this could be the next step in your career.
The Firm
You’ll be joining a forward-thinking, purpose-driven financial services organisation with a strong reputation for innovation and inclusivity. Based all over the UK, they are known for their collaborative culture and commitment to professional development. You’ll work alongside a team of dedicated paraplanners and financial advisors who are passionate about making a positive impact for their clients.
The Role
As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation. A typical day could involve:
- Managing adviser calendars and client communication to keep everything running smoothly
- Preparing reports, documentation, and meeting packs
- Liaising with product providers and clients with professionalism
- Tracking cases and applications to ensure timely delivery
- Supporting compliance and governance processes
Your role will be varied and engaging, requiring a high level of attention to detail and excellent communication skills.
Benefits
- Salary: £31,000 - £32,000 per annum
- Remote working
- Yearly bonus based on company and personal performance (up to 10%)
- BUPA Private Medical Insurance
- Pension Plan (5% ER and minimum 3% EE)
- Medicash Health Cash Plan
- Group Income Protection (75% of base salary)
- Group Life Assurance (4x base salary)
- 28 days holiday (rising to 30 after 2 years service)
Remote IFA Administrator in Gloucester employer: Finlink Ltd
Join a forward-thinking financial services organisation that champions innovation and inclusivity, offering a collaborative culture where your contributions truly matter. With a strong commitment to professional development, you'll have the opportunity to grow alongside a dedicated team of paraplanners and financial advisors, all while enjoying the flexibility of remote working and a comprehensive benefits package that includes private medical insurance and a generous holiday allowance.
