TC Group in Portsmouth is seeking an IFA Administrator to support a growing financial planning team. You will maintain client files, process applications, obtain plan information, and prepare adviser materials to ensure smooth day-to-day operations.
Ideal candidates have at least 2 years in an IFA or wealth management setting, GCSEs in Maths and English, and strong IT and Excel skills. This position offers hybrid working, driving license, and opportunities to progress within a fast-growing firm.
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IFA Administrator — Growth-Focused Wealth Admin in Portsmouth employer: TC Group
At TC Group, we pride ourselves on being the fastest-growing top 20 accountancy firm in the UK, offering a dynamic work environment in Nottingham that fosters collaboration and continuous learning. As a Tax Advisor, you'll benefit from a supportive culture that prioritises your professional development, alongside competitive perks such as 25 days of annual leave, a pension scheme, and access to an employee benefits portal. Join us to not only advance your career but also to make a meaningful impact on our clients' success.
