At a Glance
- Tasks: Provide essential admin support to Financial Advisers and manage client cases smoothly.
- Company: Award-winning independent financial planning firm with a stellar reputation.
- Benefits: Hybrid work model, supportive environment, and opportunities for career development.
- Other info: Dynamic workplace with a focus on employee growth and exceptional client outcomes.
- Why this job: Join a forward-thinking team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 26550 - 32450 £ per year.
We are delighted to be partnering with a highly respected, fully independent financial planning firm that has built an outstanding reputation within the industry.
As an award-winning organisation, they are recognised for delivering exceptional client outcomes while creating a supportive and rewarding environment for their employees.
Due to continued growth, they are now seeking an experienced IFA Sales Support Administrator to join their team and provide vital support to their Financial Planners and valued clients.
This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional, forward-thinking business.
The role will involve: Providing comprehensive administrative support to Financial Advisers and the wider financial planning team Assisting with the smooth processing and management of client cases from initial enquiry through to completion Preparing documentation, maintaining accurate records, and ensuring all client information is managed efficiently Liaising with clients, providers, and internal teams to deliver a first-class service Supporting the team with day-to-day sales support activities and operational requirements The ideal candidate will have: Previous experience within financial services administration (essent...
IFA Sales Support Administrator - hybrid in Surrey employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
