IFA Admin & Financial Planning Coordinator

Mulberry Recruitment; Winnersh; On-site; GBP 26,000 - 35,000; Full time

Job summary

A respected Financial Planning firm in Winnersh is seeking an experienced IFA Administrator to provide administrative support and enhance client service. Key responsibilities include managing client queries, onboarding, and coordinating financial reviews. Ideal candidates have Financial Services experience and knowledge in investments and pensions. This full-time role offers a salary range of £26,000 - £35,000.

Qualifications

• Minimum 1 year Financial Services industry experience.
• Exceptional accuracy and attention to detail.
• Understanding of Financial Adviser needs and FCA requirements.

Responsibilities

• Respond promptly to client queries.
• Record and maintain client communication accurately.
• Manage new client onboarding from first contact.
• Organise annual financial planning reviews.
• Handle investment trades and fund switches.

Skills

Financial Services experience

Knowledge of investments

Attention to detail

Strong IT ability

Tools

Intelliflo (iO)

Microsoft Office (Excel)

Job description

A respected Financial Planning firm in Winnersh is seeking an experienced IFA Administrator to provide administrative support and enhance client service. Key responsibilities include managing client queries, onboarding, and coordinating financial reviews. Ideal candidates have Financial Services experience and knowledge in investments and pensions. This full-time role offers a salary range of £26,000 - £35,000.