Job Title: IFA Administrator Location: Exeter Salary: 25,000 - 33,000 DOE Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office Based Key Benefits Include: 25 days annual leave plus bank holidays. Office closure between Christmas and New Year. Enhanced company sick pay scheme. Death in Service benefit. Cycle to Work scheme. Supportive and collaborative working environment. Long-term career development opportunities. About the Role: An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter. This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey. This is a fantastic opportunity for an experienced administrator who takes ownership, works well to deadlines and enjoys being a valued member of a close-knit team. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers. Prepare client documentation and process new and existing business. Liaise with providers and third parties to obtain information and updates. Maintain accurate and up-to-date client records and documentation. Book...
IFA Administrator in Devon employer: Office Angels
As a School Receptionist in Stevenage, you will be part of a vibrant educational community that prioritises a positive learning environment for students. Our commitment to employee growth is reflected in our supportive work culture, where your contributions are valued and recognised, and opportunities for professional development are readily available. Join us to make a meaningful impact while enjoying a competitive hourly rate and a fulfilling role within a dedicated team.
