Administrative Professional
6 days ago
We are seeking an experienced IFA Administrator to join our team in Reading. This is a fantastic opportunity for talented individuals with 12 months+ experience in IFA administration who live local to the area.
Responsibilities:
- Collaborate closely with Financial Advisors to provide proactive support and assistance
- Manage client calendars and schedule meetings
- Communicate effectively with affluent and high-net-worth clients to ensure a seamless process and positive experience
- Prepare meeting materials for Advisors before client meetings
- Raise invoices as required
- Manage databases efficiently
Perks:
- 30 days annual leave + bank holidays
- A competitive bonus scheme
- Flexible working arrangements, including hybrid options
- Private medical insurance
- Healthcare cash plan
- Employer pension contribution of 5%
- Study support available
The business offers huge opportunities for career progression, demonstrated by recent promotions within the team. You will be part of a supportive and collaborative team that shares a pro-active and passionate approach to work.
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