IFA Administrator
2 months ago
The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you
What you'll be doing:
- Provide administrative support to the financial planners.
- Prepare and manage client documentation, ensuring accuracy and compliance.
- Maintain client records and update internal systems.
- Coordinate and schedule client meetings.
- Assist with the preparation of reports and presentations.
- Handle client inquiries and provide excellent customer service.
- Previous experience in a financial planning or similar administrative role.
- Strong understanding of the advice process.
- Strong organisational and multitasking skills.
- Excellent communication and interpersonal abilities.
- Proficiency in financial planning software (preferred).
- Attention to detail and a high level of accuracy.
- Competitive salary and benefits package including life cover and healthcare.
- Opportunities for professional development and career advancement.
- A positive and inclusive workplace culture.
- Supportive team environment with regular team-building activities.
- Modern office facilities with easy access to Colchester.
- Hybrid working.
- And much more
If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you
Hit apply or contact Eloise directly
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