IFA Administrator
2 months ago
We are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial Planning Administrator.
The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you
What you'll be doing:
Provide administrative support to the financial planners.
Prepare and manage client documentation, ensuring accuracy and compliance.
Maintain client records and update internal systems.
Coordinate and schedule client meetings.
Assist with the preparation of reports and presentations.
Handle client inquiries and provide excellent customer service.What you need to apply:
Previous experience in a financial planning or similar administrative role.
Strong understanding of the advice process.
Strong organisational and multitasking skills.
Excellent communication and interpersonal abilities.
Proficiency in financial planning software (preferred).
Attention to detail and a high level of accuracy.What's in it for you?
Competitive salary and benefits package including life cover and healthcare.
Opportunities for professional development and career advancement.
A positive and inclusive workplace culture.
Supportive team environment with regular team-building activities.
Modern office facilities with easy access to Colchester.
Hybrid working.
And much moreWhat next?
If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you
Hit apply or contact Eloise directly (email address removed)
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