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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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Looking for your next career move? Join a top company hiring Ifa Administrator job near me in EX16, Uffculme, Devon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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