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: Enjoy remote work, competitive salary, yearly bonuses, and comprehensive health benefits.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Be at the heart of operations and make a positive impact for clients.
- Qualifications: Previous administrative experience supporting financial advisors is essential.
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) plus bank holidays
Requirements
- Previous experience in an administrative role supporting financial advisors is a must have
- Organisational and communicative skills
How to apply
Simply click "Apply Now" to submit your CV. The process includes an initial screening call followed by a two-stage interview (first via Teams, second in-person). We aim to make the process smooth and supportive every step of the way.
