Financial Services Administrator

3 days ago


Milton Keynes, Milton Keynes, United Kingdom CV-Library Full time
IFA Administrator/Paraplanner Opportunity

We are seeking an experienced IFA Administrator to join our team, with the potential to develop into a Paraplanner role. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our business.

Key Responsibilities:
  • General financial advisory administration, including data entry, chasing suppliers, and submitting applications
  • Report writing, conducting research, and presentation preparation
  • Maintaining and updating client files, sending letters of authority, and client communication via email and phone
  • PowerPoint and Microsoft 365 experience to a high level
Requirements:
  • RO1, RO2, RO3 Qualified and writing or completed RO4
  • Experience in financial advisory services
  • Willing to be based on-site, Monday to Friday, 09:00 - 17:30
  • Aspiring to grow general advisory knowledge

We offer a stable and growing independent financial advisory business, where you can develop your skills and knowledge, and contribute to the success of our team. If you are a motivated and organized individual, with a passion for financial services, we encourage you to apply for this exciting opportunity.



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