At a Glance
- Tasks: Be the vital link between clients and advisers, ensuring smooth service delivery.
- Company: Boutique chartered financial planning practice with a supportive team.
- Benefits: Private medical insurance, pension scheme, and hybrid work flexibility.
- Other info: Great opportunity for career growth in a friendly environment.
- Why this job: Join a dynamic team and make a real difference in client support.
- Qualifications: Strong organisational skills and a passion for client-focused service.
The predicted salary is between 22050 - 26950 £ per year.
Premier Jobs UK Limited is representing an IFA Administrator role at a boutique, chartered financial planning practice in Tiverton.
You will be the key link between clients and advisers, ensuring smooth service delivery and accurate processing.
Day-to-day duties include preparing review packs, handling general administration, and supporting paraplanners and advisers.
The firm offers a supportive team, private medical insurance, a pension scheme, and occasional work-from-home flexibility.
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IFA Administrator - Client-Focused Support (Hybrid) employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
