IFA Administrator

2 weeks ago


Marlow, United Kingdom Eden Rose Full time

IFA AdministratorUp to £40,000 (DOE) |Full-Time | Hybrid Marlow , BuckinghamshireAre you an experienced financial services administrator looking for a dynamic role in a growing IFA firm?Our client, a highly respected Independent Financial Adviser (IFA) practice based in Marlow, is seeking a talented IFA Administrator to join their fast-paced and collaborative team.What’s on Offer?Salary: Up to £40,000 (DOE)Hybrid working: Flexible split between office and homeCareer development: Full study support and access to an academy programmeCulture: Energetic, driven, and supportive team environmentAbout the RoleYou’ll play a key role in supporting advisers and paraplanners on a 1:1:1 basis, giving you exposure to complex client cases and a broad range of responsibilities. Unlike larger firms where tasks are siloed, this role offers variety and the chance to develop a diverse skillset, as well as being fully involved in the advice process gaining a solid understanding of each individual case that you contribute toDay-to-day responsibilities include:Managing client administration across pensions, investments, and...


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