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IFA Administrator

Premier Jobs UK

Bradford-on-Avon

On-site

GBP 60,000 - 80,000

Full time

2 days ago
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Job summary

A local financial planning firm in Bradford-on-Avon is seeking an IFA Administrator to join their back office team. The role involves supporting local Financial Advisors with typical IFA administration duties and working closely with Platform Administrators and Paraplanners. Candidates should have experience in a similar role and a desire to contribute to the growth of the team. This mainly office-based position offers a fantastic opportunity to play a key role within a well-established team.

Benefits

Company benefits

Qualifications

  • Experienced in supporting Financial Advisors as an IFA Administrator / Client Support role.
  • Desire to be part of a growing team and take an active role in delivering growth.

Responsibilities

  • Undertake typical IFA administration duties.
  • Support Platform Administrators, Paraplanners, and Financial Advisors.
Job description

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey

As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors.

IFA Administrators Requirements

  • You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role
  • You should have desire to be part of a growing team and take an active role in delivering growth for the business
  • Salary negotiable depending on experience and qualifications
  • Plus company benefits
  • Mainly office based role
  • Fantastic opportunity to play a key role within a well-established, growing team
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