Premier Jobs UK is seeking an experienced IFA Administrator to support a Senior Financial Adviser in Westerham. Youβll ensure the client journey runs smoothly from consultation to implementation within a stable, locally-focused financial planning firm.
In this hybrid role, you will coordinate adviser diaries, prepare meeting documentation, process new business, produce illustrations and valuations, maintain records, and communicate proactively with clients and providers.
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Hybrid IFA Administrator β Growth, Support & Stability employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.