IFA Administrator

Premier Jobs UK; High Wycombe; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in High Wycombe is seeking an IFA Administrator to support their Paraplanner and Financial Advisors. This role focuses on client engagement, providing dedicated support, and enhancing team collaboration. The ideal candidate will have experience as an IFA Administrator and strong communication skills. Benefits include a competitive salary, annual bonus scheme, and opportunities for professional development. This position is office-based with the option for hybrid work.

Benefits

Competitive salary

Annual discretionary bonus

Income protection

Private medical insurance

25 days holiday plus bank holidays

Regular team events and socials

Qualifications

• Experienced IFA Administrator required.
• Strong written and verbal communication skills essential.
• Access to own transport beneficial due to rural office location.

Responsibilities

• Provide dedicated support to the Paraplanner and Financial Advisors.
• Act as primary contact for clients, ensuring excellent service.

Skills

Verbal communication

Written communication

Customer service

Tools

IO

Job description

Overview

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.

This vacancy has arisen due to an upcoming retirement of their current team member.

The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.

Locations: High Wycombe.

Responsibilities

• As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. You will also help other colleagues within the business if there is overflow or a need for specialist knowledge. The team are keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible.
• You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

Requirements

• You must be an experienced IFA Administrator.
• You must have good written and verbal communication skills.
• Experience with IO would be advantageous.
• Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth.
• Access to own transport would be beneficial due to rural office location.

Benefits

• Competitive salary to be discussed at interview.
• Annual discretionary bonus scheme.
• Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays.
• Office based role with up to 2 days from home.
• Loyal team who enjoy working together and being valued for their input.
• Regular team events and socials, including monthly breakfasts or lunches.

Company

Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods.

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