Financial Administrator/IFA Administrator - Offices close to Wokingham - £30,000 - 36,000+£Bonus+...

Financial Divisions; Wokingham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in financial planning is seeking a Wealth Planning Administrator to join their esteemed team. This role offers a unique chance to work closely with clients navigating complex financial situations, including divorce and estate planning. With a strong emphasis on professional development, the firm provides full training and flexible hybrid working hours. This is an exceptional opportunity for those looking to advance their careers in wealth management while building meaningful client relationships. If you have a passion for finance and a desire to grow, this position is perfect for you.

Benefits

Flexible working hours

On-the-job training

Professional advancement opportunities

Qualifications

• Experience in an administrative role within an IFA or wealth management practice.
• Strong understanding of financial advisor functions.

Responsibilities

• Interact with clients and create reports for review meetings.
• Manage financial administration of pensions and investments.

Skills

Financial Administration

Client Interaction

Report Creation

Pensions Management

Investment Management

Education

Financial Planning Diploma

Job description

Job Description

Study Support

We are collaborating with a top regional financial planning company in the Southeast to find a qualified Financial Planning Administrator.

This well-managed, professional IFA practice has a stellar reputation for diligent, moral, and comprehensive wealth management advice. They are seeking to hire a Wealth Planning Administrator with prior experience in an IFA Practice or the broader wealth management industry to support a long and fulfilling career as an Independent Financial Advisor.

The firm offers a unique opportunity: it works with clients referred by family law firms, assists clients through complex divorces, and helps with intergenerational estate planning and financial stability after a family member's loss. You will be required to develop and maintain close personal relationships with clients while advancing your career in wealth management.

The role:

• Interact with clients, create reports for review meetings, and perform other related duties.
• Manage the financial administration of pensions, investments, and other financial services.
• Ideally, have prior experience in an administrative role within an IFA or wealth management practice and a solid understanding of a financial advisor's functions.
• This is a progressive role requiring explicit experience in a Wealth Management Practice.
• You may have started earning your Financial Planning Diploma or have a strong desire to do so.

The position offers genuine professional advancement, with opportunities to study paraplanning responsibilities. Full on-the-job training and flexible hybrid working hours will be provided.

If interested in this role or other opportunities, please contact Sam at Financial Divisions.