At a Glance
- Tasks: Support clients and Financial Advisors throughout the financial planning journey.
- Company: Join a forward-thinking national financial planning firm with ambitious growth plans.
- Benefits: Salary up to £32,000, hybrid working, and comprehensive benefits package.
- Other info: Clear career progression and tailored development plans available.
- Why this job: Make a real impact in a supportive environment focused on client experience.
- Qualifications: Experience in financial planning administration and strong understanding of adviser workflows.
The predicted salary is between 28000 - 32000 £ per year.
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.
As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.
Your day to day responsibilities will include:
- Supporting Advisors with diary management and meeting coordination
- Preparing meeting packs ahead of client appointments
- Proactively contacting clients to chase outstanding information
- Liaising with internal teams and external providers to progress cases
- Processing new business and producing key illustrations, projections and valuations
This role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.
IFA Administrator Requirements
- Essential experience as an Administrator within a financial planning or IFA firm
- Strong understanding of financial planning processes and adviser workflows
- Confidence dealing directly with clients by phone, email and online portals
- Experience preparing meeting packs and processing new business
- Desirable exposure to financial planning software such as Curo or Dynamic Planner
The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
IFA Administrator Benefits
- Salary of £28,000 to £32,000 depending on experience
- Comprehensive benefits package including pension, protection and healthcare benefits
- Hybrid working once signed off as competent
- 37.5 hour working week
- Clear career progression and tailored development plans
Location
Taunton - You should be able to attend the office as required under the hybrid working model.
Administrator - Independent Financial Adviser (Ifa) in Taunton employer: Premier Jobs UK Limited
Join a forward-thinking financial planning firm in Taunton that values the vital role of its IFA Administrators. With a collaborative work culture, comprehensive benefits, and clear pathways for career progression, this company is dedicated to investing in its people and fostering an environment where you can thrive and develop your technical knowledge. Experience a rewarding career where your contributions directly enhance client experiences and support the firm's ambitious growth plans.
