Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.
As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment.
What makes this IFA Administrator position special?
- Join a boutique practice where all advisers are chartered
- Work within a team-based environment with excellent dynamics
- Receive training and support talented, keen individuals will be developed
- Flexibility around occasional work-from-home arrangements when needed
- Be part of a forward-thinking firm with no legacy provider bias
IFA Administrator Requirements
- Essential: Client-facing administrative experience
- Desirable: Financial Services background
- Desirable: Familiarity with IO (back office), Dynamic Planner
- Desirable: Experience supporting financial advisers or paraplanners
The Company
This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers.
IFA Administrator Benefits
- Salary from £30k dependent on experience
- Private medical insurance
- Pension scheme
- Full-time employed position
Location
This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily.
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IFA Administrator in Tiverton employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
