At a Glance
- Tasks: Support financial advisers with client administration and document preparation.
- Company: Friendly financial planning firm with a supportive team environment.
- Benefits: Career growth opportunities, supportive colleagues, and a dynamic work atmosphere.
- Other info: Opportunity to grow into a paraplanner role or continue as a valued administrator.
- Why this job: Join a well-established firm and make a real difference in clients' financial lives.
- Qualifications: 2 years experience in a similar role and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator.
The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients.
You will be working closely with the Managing Director and a second adviser, supporting about 120 client households.
We are looking for someone with 2 years experience in a similar role.
You will be supported by a junior administrator and will work alongside a paraplanner.
There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued.
Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have:
- Excellent organisational skills
- Good eye for detail and accuracy
- Gets things done - a doer and completes the task well
- Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are ...
IFA Administrator employer: Life and Careers
Join a supportive and dynamic financial planning firm where your contributions as an IFA Administrator will be truly valued. With a strong emphasis on employee growth, you will have the opportunity to advance into a paraplanner role while enjoying a collaborative work culture that prioritises high-quality client service. Located in a friendly environment, this firm not only offers competitive benefits but also fosters a sense of community among its team members, making it an excellent place for meaningful and rewarding employment.
