IFA Administrator

Financial Planning Administrator

Maidenhead

Salary up to £40,000

We are supporting a reputable financial advisory firm committed to providing top-notch service and expertise to their clients. We are currently seeking a dedicated and detail-oriented individual to join their team as a Financial Planning Administrator. This role is involves providing an excellent customer service and ensuring the smooth daily operations in the office.

As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.

Benefits

• 31 days annual leave
• Income protection scheme
• Life assurance from completion of probation
• Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
• Company sick pay
  
  

To Be Considered For This Financial Planning Admin Position

• Previous experience Within an IFA.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in using back-office systems.
• Ability to work independently and collaboratively within a team.
  
  

Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA admin, PA, client review, client delivery, business support, financial services