IFA Administrator

1 week ago


Wooburn Green, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

IFA Administrator - 9am-5pm

£30,000 - £35, Days Holiday + Stable Company + 5% Matched Pension + Study Support

Bourne End

Are you an IFA Administrator looking to join a well-established Financial Advising Firm, which will offer you a 32 Days Holiday, a stable working environment and 9am-5pm hours?

On offer is the opportunity for an IFA Administrator to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for an administrator to bolster their team.

Your role will involve collating client information, processing investments, producing letters and helping to manage the advice process. The IFA Administrator is a vital role for this business as they pride themselves on offering their clients a great service. This isn't possible without excellent back office support,

This role would suit an IFA Administrator looking for a tight knit firm who are focused on offering a great working environment, work life balance and a generous holiday allowance.

The Role* Collating client information* Processing Investment Platform administration tasks* Producing client illustrations and letters* Helping manage the advice process through to completion.* Monday to Thursday 9am-5pm with a 4:30pm finish on a Friday

The Person* Background in Financial Services* Looking for stability and work life balance* Commutable to Bourne End

Reference Number:13839

Key words: Admin, finance, consultant, clients, planning.

If you are 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.

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.



  • Wooburn Green, United Kingdom Cranleigh Personnel Full time

    IFA Admin/Wealth Planning Administrator Bourne End - Buckinghamshire Salary: up to £35,000 DOE Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice? Our client is looking for an Administrator to join their business, and build experience to provide first-class support...


  • Wooburn Green, United Kingdom Cranleigh Personnel Full time

    Trainee IFA/Wealth Planning Administrator - Graduate (or equivalent) programme Bourne End - Buckinghamshire Salary: up to £26000 DOE Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning? Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth...


  • Weston on the Green, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...


  • Weston on the Green, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...