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Administrator - Independent Financial Adviser (Ifa)

2 months ago

BurnhamonSea Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time €27,000 - €32,000

Recruit UK are working on an excellent opportunity for an IFA Administrator in Burnham-on-Sea to join an Independent Financial Planning practice.
This company is a leading Chartered practice specialising in investment and pension advice, with an expanding client base. As an IFA Administrator, you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm. This role is ideal for an organised professional with experience in financial planning administration.
Managing client data, updating records and maintaining compliance documentation
Optimisation of back-office systems and maintaining compliance standards
Competitive salary
Support environment for career progression & qualifications within work hours
Hybrid working and carpool options for people travelling from Bristol
Opportunity to progress within the company to Paraplanning and Advice
Generous benefits including PMI, pension, and support
Previous experience in a financial planning or IFA environment
Proficient in using financial advice software
Financial Services