The Opportunity
This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.
You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.
Your responsibilities will include:
Managing client correspondence and maintaining strong client relationships
Processing new business applications across pensions, investments and protection
Preparing client review packs and meeting documentation
Arranging client meetings and managing financial planner diaries
Requesting provider illustrations and product information
Maintaining accurate, well-presented and compliant client records on internal systems
Handling client enquiries, provider communication and requests
Providing general back-office and operational support using Intelligent Office - IO
Ensuring all administration is carried out in line with internal procedures and regulatory standards
Genuine Career Progression
One of the key attractions of joining this business is the clear and structured career pathway available.
For those who wish to develop their career further, the firm offers progression opportunities into:
Trainee Paraplanner
Paraplanner
Financial Adviser
Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.
Benefits & Package
Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:
25 days holiday plus
This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.
You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.
Your responsibilities will include:
Managing client correspondence and maintaining strong client relationships
Processing new business applications across pensions, investments and protection
Preparing client review packs and meeting documentation
Arranging client meetings and managing financial planner diaries
Requesting provider illustrations and product information
Maintaining accurate, well-presented and compliant client records on internal systems
Handling client enquiries, provider communication and requests
Providing general back-office and operational support using Intelligent Office - IO
Ensuring all administration is carried out in line with internal procedures and regulatory standards
Genuine Career Progression
One of the key attractions of joining this business is the clear and structured career pathway available.
For those who wish to develop their career further, the firm offers progression opportunities into:
Trainee Paraplanner
Paraplanner
Financial Adviser
Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.
Benefits & Package
Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:
25 days holiday plus
