At a Glance
- Tasks: Be the vital link between clients and advisers, ensuring seamless service delivery.
- Company: Join a boutique chartered financial planning practice with a supportive team.
- Benefits: Receive training, flexible work-from-home options, and a collaborative environment.
- Other info: Great dynamics and excellent career development opportunities await you.
- Why this job: Make a real impact in a forward-thinking firm with no legacy provider bias.
- Qualifications: Client-facing administrative experience; financial services background is a plus.
The predicted salary is between 27000 - 33000 £ per year.
Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team?
This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.
As an IFA Administrator, you ll be the vital link between clients and advisers, ensuring seamless service delivery.
You ll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers.
This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment.
What makes this IFA Administrator position special? - Join a boutique practice where all advisers are chartered - Work within a team-based environment with excellent dynamics - Receive training and support talented, keen individuals will be developed - Flexibility around occasional work-from-home arrangements when needed - Be part of a forward-thinking firm with no legacy provider bias IFA Administrator Requirements -Essential: Client-facing administrative experience -Desirable: Financial Services background - Desirable: Familiarity with IO (back office), Dynamic Planner - Desirable: Experience supporting financial advisers or paraplanners The Company This established chartered financial planning practi...
IFA Administrator in Devon employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
