At a Glance
- Tasks: Support Financial Advisers and enhance client experiences in a dynamic financial planning environment.
- Company: Join a reputable Chartered Financial Planning firm with a supportive culture since 1986.
- Benefits: Enjoy competitive salary, bonus scheme, 24 days leave, and personalised training.
- Other info: Hybrid working available after training, with genuine career progression opportunities.
- Why this job: Build a long-term career in Financial Services while making a real impact on clients' financial goals.
- Qualifications: Minimum 2 years' experience in IFA or Wealth Management; strong Microsoft Office skills required.
The predicted salary is between 30000 - 40000 £ per year.
Swarm Recruitment is delighted to be partnering with a Chartered Financial Planning firm that has been helping clients achieve their financial goals since 1986. Based in Poole, our clients provide truly independent financial advice to over 1,000 clients and manage more than £350 million of assets. The business has built an outstanding reputation for delivering high-quality financial planning and exceptional client service, underpinned by a friendly, supportive culture and a commitment to developing its people.
Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their expanding team. This is an excellent opportunity for someone with experience within an IFA or Wealth Management environment who is looking to build a long-term career within Financial Services. You will play a key role in supporting the firm's Financial Advisers, Research & Planning team, and clients, helping to deliver an exceptional client experience throughout the financial planning journey.
- Provide administrative support to Financial Advisers and the wider operational teams.
- Manage client communications via telephone, email, written correspondence, and face-to-face interactions.
- Utilise the firm's CRM system to manage workflows and ensure service standards are met.
- Support advisers and the Research & Planning team with day-to-day administration.
- Answer incoming telephone calls professionally and efficiently.
- Undertake ongoing training and development to enhance technical knowledge and career progression.
Minimum 2 years' experience within an IFA, Wealth Management, or Financial Planning environment is required. Understanding of financial planning products including pensions, investments, and protection would be advantageous. Experience using Intelligent Office (IO) would be highly desirable. Strong Microsoft Office skills including Word, Excel, and PowerPoint are essential. A positive and proactive attitude with a desire to develop within Financial Services is important.
Benefits include:
- Bonus Scheme
- 24 Days Annual Leave plus your Birthday
- Office Closure Between Christmas and New Year
- Annual Salary
- Personal Financial Review with an In-House Financial Adviser
- Personalised Training & Development Plans
- Regular Social Events and Team Activities
- Genuine Career Progression
Working Hours: Full-Time Permanent. Hybrid Working Available Following Successful Training.
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Administrator - Independent Financial Adviser (Ifa) in Poole employer: Swarm Recruitment
Join a leading Chartered Financial Planning firm in Poole, renowned for its commitment to exceptional client service and a supportive work culture. With a focus on employee development and genuine career progression, this role as an IFA Administrator offers a unique opportunity to thrive in the financial services sector while enjoying benefits such as a bonus scheme, personalised training plans, and regular social events. Be part of a team that values your growth and well-being in a friendly environment.
