IFA Administrator

Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.

As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment.

What makes this IFA Administrator position special?

• Join a boutique practice where all advisers are chartered

• Work within a team-based environment with excellent dynamics

• Receive training and support talented, keen individuals will be developed

• Flexibility around occasional work-from-home arrangements when needed

• Be part of a forward-thinking firm with no legacy provider bias

IFA Administrator Requirements

-Essential:

Client-facing administrative experience -Desirable: Financial Services background

Desirable:

Familiarity with IO (back office), Dynamic Planner

Desirable:

Experience supporting financial advisers or paraplanners

The Company

This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers.

IFA Administrator Benefits

• Salary from £30k dependent on experience

• Private medical insurance

• Pension scheme

• Full-time employed position

Location

This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily.

Ready to take the next step in your career? Apply today to discover more about this exciting IFA Administrator opportunity.

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