IFA Administrator

3 weeks ago


BA Bath Bath and North East Somerset, United Kingdom CV-Library Full time
Exciting Opportunity in Financial Services

An experienced IFA administrator is required to join a reputable firm specializing in savings, investments, and retirement planning. This role offers a chance to work with a friendly team based in the South West region of England.

This company prides itself on its positive culture and provides opportunities for growth and development. As an IFA administrator, you will be responsible for implementing new business and maintaining existing relationships with clients.

Key skills and qualifications include:

  • Previous experience in a similar role within an IFA practice
  • Knowledge of investment and pension products
  • Confident and clear communication skills, verbal and written
  • Desired: any Financial Services qualifications

The estimated salary for this position is £30,000 - £35,000 per annum, depending on experience. Benefits include 28 days holiday plus bank holidays, life assurance, income protection, DIS, pension, flexible benefits platform, hybrid working, and exam support with a £250 bonus after each exam passed.


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