IFA Administrator

IFA Administrator

Wokingham

£27,000 – £37,000 + 1:1 training + study support + progression + flexitime + hybrid + potential for part-time

Are you an IFA administrator, looking to enhance your career with a highly reputable financial consultancy, where you will be in a flexible and versatile role, with the option to work hybrid, and part or full time, whilst receiving 1:1 training, and the potential for study support if you wish to progress your career?

Are you looking to join a collaborative and friendly team, within a small but ambitious firm, which pride themselves on their personal touch, and bespoke advisory services, where you will have great work / life balance, and a varied and versatile role?

On offer is the opportunity to step into a role which you can make your own, whilst directly adding value to the company. You will be responsible for providing technical administration and analytical support to two senior partners. This will be inclusive of processing and monitoring business, speaking with clients over the phone and via email, and data collection and preparing reviews / recommendations.

The role:

• Assist the partners / financial advisors with preparation of reviews / recommendations
• Prepare and maintain client records
• Promote the company’s products and services through effective and efficient communication with clients
• Liaise with product providers and third parties to obtain relevant information for clients
• Submit business using the back office systems
• Prepare suitability letters and reports for approval

The person:

• Experience as an IFA Administrator

Keywords: IFA Administrator, Financial Planning, IFA, Finance, Finance Administration, Financial Advisor, CII, Wokingham, Bracknell, Reading, Sunningdale, Bagshot, Sandhurst, Blackwater

If you’re interested in this role, click apply now to forward an up-to-date copy of your CV.

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

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