IFA administrator
6 days ago
Financial Administrator - Join Our Team in Marlow
Hybrid Working Opportunity
Competitive Salary
This administration position is perfect for financial administrators with at least 1 year of experience, preferably with IO experience. Our company offers a hybrid work environment, with most team members enjoying Fridays off-site, along with great perks, including a salary of up to £35,000.
About Our Company
Our medium-sized financial advisory firm has been successfully operating for over a decade, delivering fee-based advice while prioritizing our clients' needs. As an independent firm experiencing organic growth, we are equipped with an established administration team, eager to welcome new members like you.
Your Role
As part of our team, you will provide essential administrative support to multiple advisers, assisting them in gathering vital information for periodic reviews. Your responsibilities will include client communication, meeting coordination, processing new business, collecting third-party data, and fulfilling various ad-hoc requests such as withdrawals, fund switches, and top-ups. Join a team dedicated to always prioritizing the best interests of our clients.
Benefits You'll Enjoy
- Competitive salary up to £35,000.
- Hybrid work model.
- Private medical insurance.
- Company pension scheme.
- 25 days of holiday leave plus bank holidays.
Interested in this Opportunity?
If this role excites you, the next step is simple. Just submit your application by attaching your CV and providing your basic details. Let's take it from there
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