At a Glance
- Tasks: Support Financial Planners and deliver exceptional service to clients.
- Company: Join a leading financial advisory firm in Blackpool.
- Benefits: Enjoy a comprehensive benefits package including private medical insurance and hybrid working.
- Other info: Great career progression opportunities and a supportive work environment.
- Why this job: Be the backbone of a dynamic team and help clients achieve their financial goals.
- Qualifications: Experience as an IFA Administrator and knowledge of financial planning products required.
The predicted salary is between 22950 - 28050 £ per year.
My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help deliver good client outcomes and be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients.
- Arrange client meetings, valuations, meeting packs and manage the Financial Planners' diaries.
- Provide additional support to the Financial Planners by attending client meetings and dealing with any administrative work for clients.
- Support the Financial Planners in submission of cases to the paraplanning team.
Previous experience as an IFA Administrator is required, along with knowledge of Financial Planning products. Proficiency in MS Office/Outlook, particularly Word and Excel, is essential. Excellent planning and prioritisation skills are also necessary.
Extensive Benefits Package Includes:
- Pension: Private Medical Insurance covering employee, spouse/partner, and children via Vitality from day one.
- Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health.
- Life Assurance: 4x annual salary (from start date).
- 25 days holiday, increasing with tenure (+ bank holidays).
- Share Incentive Plan: Company matched shares (after 6 months).
- Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan.
- Enhanced Maternity & Paternity Leave.
- Wellness Days, flu jabs, eye care vouchers.
- Microsoft Office for home use.
- Hybrid Working after probationary period.
- Discounts on the company’s own investment services.
Administrator - Independent Financial Adviser (Ifa) in Blackpool employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
