IFA Administrator An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management business This is an ideal opportunity for an ambitious and technically capable Financial Planning Administrator who enjoys working closely with Advisers, Paraplanners and clients, and who wants to develop their career within a professional, client-focused environment. The successful candidate will join an established and supportive team where attention to detail, quality of service and a genuine commitment to clients are highly valued. The IFA Administrator Role: Working alongside experienced Financial Advisers and Paraplanners, the IFA Administrator will play a key role in ensuring the smooth and efficient delivery of the financial planning process. IFA Administrator Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Processing new business and monitoring applications through to completion Supporting the wider financial planning team with day-to-day administrative requirements IFA Administrator - The Person The successful candidate will have previous and current experience within an IFA, financial planning or wealth management environment and will have a strong understanding of the administration involved in supporting financial advisers. Experienced within an IFA or financial planning environment Confident using Microsoft Office and financial services CRM/adviser systems Experience of working with platforms, pensions, investments, and protection would be advantageous, although full product knowledge is not essential. The IFA Administrator Opportunity The successful candidate will become an important part of a well-established financial planning team and will have the opportunity to broaden their technical knowledge, take on increasing responsibility, and build a long-term career within financial services. For an experienced IFA Administrator looking for their next career move, this represents an excellent opportunity to join a successful and forward-thinking financial planning business.
Admin - Independent Financial Adviser (Ifa) in Stafford employer: Rayment Recruitment
As a Client Services Administrator in our North London office, you will thrive in a supportive and collaborative team environment that prioritises professional development and employee well-being. With a competitive salary package, hybrid working options, and a range of benefits including health plans and pension contributions, we are committed to fostering a culture where your contributions are valued and your career can flourish. Join us to play a pivotal role in delivering exceptional client service within the dynamic wealth management sector.
