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IFA Administrator
Job Posted: 4 hours ago
Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: EX1, Exeter, Devon
Expire in: a month
Job Description
We are advertising on behalf of our client, a highly regarded, local, and independent firm of Financial Advisers, who are seeking an Administrator to join their growing team.
The Role
This role will primarily involve providing administrative support to both paraplanners and advisers, ensuring the smooth running of day-to-day operations and an excellent client experience.
Key responsibilities include:
* Supporting paraplanners and advisers with administrative tasks
* Liaising with clients and investment providers
* Online processing of applications and investment account management
* Maintaining accurate and compliant client records
* Assisting with the preparation of client documentation and reports
About You
While previous experience within an IFA or financial services office is preferable, candidates from other heavily administrative and regulated environments (such as law or insurance) will also be considered. More importantly, we are looking for someone with the right attitude, personality, and attention to detail.
You must have:
* Exceptional attention to detail
* Excellent literacy and communication skills
* Strong organisational skills and the ability to prioritise effectively
* A proactive, professional, and client-focused approach
* The ability to work well within a close-knit, supportive team environment
Progression & Development
For the right individual, there is the potential to progress into a Paraplanner position in the future, with the opportunity to undertake industry-recognised qualifications.
What’s on Offer
* Competitive salary up to £32,000 per year
* Parking permit (worth £2,540) – valid 7 days a week across 16 Exeter city centre car parks
* 22 days’ holiday (plus Bank Holidays), rising by one day each year (up to 27 days)
* Company pension scheme
* Supportive, friendly, and professional working environment
Job Types: Full-time, Permanent
Benefits:
* Company events
* Company pension
* Free parking
Ability to commute/relocate:
* Exeter EX1 1EZ: reliably commute or plan to relocate before starting work (required)
Experience:
* Administrative: 2 years (required)
* IFA: 1 year (preferred)
Work Location: In personBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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