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IFA Administrator
1 month ago
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Obtaining illustrations, projections and valuations
* Accurately update and maintain information on their back office system
* You should have experience as an Administrator within a financial planning firm
* You should have good knowledge of financial planning processes and how a Financial Advisor operates
* This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days
* Hybrid working with 60/40 split of office and home working
* Excellent career progression, with individual development plans shaped around your desired career path
