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IFA Administrator

IFA Administrator

£28,000 – £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner

Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury

Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential?

This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you’ll spearhead any assistance for efficient planning across three core areas: Personal, Corporate & Business, and financial management.

In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations using Intelligent Office, and providing support to Paraplanners and Financial Advisors in their daily activities.

This role would suit an experienced IFA or experienced Financial Admin, dedicated to delivering unparalleled service and ensuring client satisfaction. You’ll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, avenues for Progression, and additional company perks.

The Role:
* IFA Administrator
* Putting together client documents and annual review packs
* Liaising with product providers
* Client engagement
* Monday to Friday (Hybrid/ Remote available once settled in role)

The Person:
* Administrator
* Financial services experience
* Commutable to Oxford

Reference Number: BBBH12863

Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Oxford, Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury

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

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.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.

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