IFA Administrator (Progression to Financial Advisor)

IFA Administrator (Progression to Financial Advisor)
£30,000 – £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years
Weston-Super-Mare

Are you an IFA Administrator looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.

On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The IFA Administrator plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process.

In this role you will be supporting financial advisors with the administration of the wealth management process, preparing client documentation and processing new business and supporting advisers and assisting with client servicing.

This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.

The Role

• IFA administration duties
• Preparing client documentation and processing new business
• Supporting advisers and assisting with client servicing
• 9am-5:30pm Monday-Friday

The Person

• Experience working in an IFA Administrator or Financial Services Administrator role
• Ambition to progress into a Financial Adviser role
• Level 4 Diploma qualified or working towards the qualification
• Commutable to Weston Super Mare

Reference: BBBH24256A
Keywords: Financial Services Administration, Paraplanning Support, Wealth Management, Suitability Reports, Back Office Operations, Client Servicing, Intelliflo, Timeline, CRM Systems, Financial Planning Support, Compliance & Record Keeping ,Client Documentation, Microsoft Office

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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