IFA Administrator

Heat Recruitment; Cobham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services firm based near Cobham is seeking a Financial Planning Administrator to provide high-quality technical administration and analytical support to their successful Financial Planners. Candidates should have experience in financial planning and strong communication skills, alongside a solid understanding of investments and pensions. This on-site role offers a competitive salary range of £30,000 - £35,000, along with additional benefits including pension contributions and support for financial services qualifications.

Benefits

25 days plus bank holidays

Pay for study towards Financial Service exams

Salary reviews

5% ER pension contribution

Discretionary bonuses (5-15%)

Friendly work environment

Qualifications

• Experience in financial planning or related field required.
• Excellent written and verbal communications skills essential.
• Understanding of financial products and markets necessary.

Responsibilities

• Provide technical administration and analytical support to Financial Planners.
• Assist in managing client relationships and documentation.
• Coordinate necessary paperwork and follow up with clients.

Skills

Previous experience within a Financial Planning role

Professional communication manner

Strong understanding of investments and pensions

Financial Services qualifications

Job description

Location: Cobham

Salary £30,000 - £35,000

Type: Permanent

Workplace: On‑Site

Ref: 89337

Recruiter: Managing This Role – IFA Admin, Cobham

Up to £35,000

The opportunity for a Financial Planning Administrator to join a well‑established Financial Services Practice based near Cobham has arisen.

We are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

Benefits

• 25 days plus bank holidays
• Pay for study towards Financial Service exams
• Salary reviews
• 5% ER pension contribution
• 4x DIS
• Great staff retention friendly environment

Hours

9 AM to 5 PM

Discretionary Bonuses (5‑15%)

5% ER pension contribution

Qualifications

• Previous experience within a Financial Planning role
• Professional communication manner, both written and verbally
• Strong understanding of investments and pensions
• Any Financial Services qualifications are desired

Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms : Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support