Administrative Support Specialist
3 weeks ago
About Our Practice
Our practice is an independent financial planning firm in Guildford, dedicated to delivering outstanding outcomes for our clients. We value our team members as essential contributors to our success and strive to create a supportive environment where everyone can thrive.
Job Description
- As an IFA Administrator, you will provide administrative support to our financial planners, maintaining accurate records and preparing documentation efficiently.
- You will be responsible for client contact, ensuring exceptional service and supporting our team in delivering tailored advice.
About You
To succeed in this role, you'll need:
- Proven experience in IFA administration, with a strong understanding of financial planning systems and tools.
- Excellent communication skills, with the ability to engage with clients effectively.
- A flexible approach to working, with the capacity to adapt to changing priorities.
What We Offer
- Salary: Up to £35,000 per annum, complemented by bonuses and performance-related incentives.
- A comprehensive benefits package, including pension contributions and hybrid working arrangements.
- Ongoing training and development opportunities, empowering you to excel in your role.
Estimated Salary: £33,000-£35,000 per annum
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