IFA Administrator
4 weeks ago
Job Title: Independent Financial Advisor (IFA) Administrator
Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Onsite Parking: Available for all employees in our unique office location
Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. Provide administrative support to Independent Financial Advisors in day-to-day operations.
Assist in the preparation and processing of client documentation and financial transactions.
Liaise with clients, both in person and over the phone, providing excellent customer service.
If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
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