Administrative Support Specialist
22 hours ago
We are looking for an organized and proactive IFA Administrator to support our financial planning team. The successful candidate will have excellent communication skills, attention to detail, and previous experience within a Financial Planning environment.
About the RoleThis is a unique opportunity to work with a reputable company in the financial services industry. As an IFA Administrator, you will be responsible for providing administrative support to the financial planning team, including scheduling appointments, preparing documents, and communicating with clients.
Key Responsibilities- Providing administrative support to the financial planning team
- Scheduling appointments and preparing documents
- Communicating with clients
- Previous experience within a Financial Planning practice
- Good communication skills - written and verbal
- FCA understanding of regulations and products, and their practical application
- Competitive salary: £30,000 - £40,000 per annum
- Exam support
- Flexi working hours
- Home working - once a week (More for training/onboarding)
- Pension
- 25 days holiday plus bank holidays
- Other benefits
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