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IFA Administrator

2 months ago

BurnhamOnSea UK, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Burnham-on-Sea to join an Independent Financial Planning practice.


This company is a leading Chartered practice specialising in investment and pension advice, with an expanding client base. As an IFA Administrator, you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm. This role is ideal for an organised professional with experience in financial planning administration.


Your duties will include:

  • Preparation of client packs and issuing appointment emails/letters
  • Managing client data, updating records and maintaining compliance documentation
  • Liaising with clients and third parties to gather necessary information
  • Processing new business applications and managing the workflow
  • Supporting advisers with diary management, meeting arrangements, and preparation of client-facing documents
  • Optimisation of back-office systems and maintaining compliance standards


Benefits:

  • Competitive salary
  • Support environment for career progression & qualifications within work hours
  • Hybrid working and carpool options for people travelling from Bristol
  • Opportunity to progress within the company to Paraplanning and Advice
  • Generous benefits including PMI, pension, and support
  • Chartered and Top Rated firm


Skills and Experience Required:

  • Previous experience in a financial planning or IFA environment
  • Excellent IT, communication, and organisational skills
  • Proficient in using financial advice software
  • Strong attention to detail and a proactive approach


Reach out today if this sounds like an opportunity for you.


Job Title: IFA Administrator

Industry: Financial Services

Location: Burnham-on-Sea

Salary: £27-32k (open to negotiation)

Reference Number: 9243