Senior IFA Administrator

2 weeks ago


Poole Dorset, United Kingdom Reed Full time

Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office.
Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers at the firm. The business is a long-standing financial advice firm, with a very strong existing client bank and proven annual growth. This is an office-based role and you would make up part of a relatively small, but successful team.
This would be a fantastic opportunity for someone who is currently an experienced IFA Administrator, or junior/trainee Paraplanner at their current firm, looking to improve their technical knowledge and progress their career.
Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner
Preparing/maintaining client files, meeting research, recommendation preparation, implementation and investment reviews will all be part of the role.
27-31k annual salary, depending on experience.
~20 days + Bank Holidays annual leave, increasing to 25 days with length of service
~ Excellent career prospects and somewhere you will be encouraged to learn and grow within Financial Services



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