IFA Administrator

TN United Kingdom; Royal Leamington Spa; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading independent Financial Planning and Wealth Advisory firm in Leamington Spa is seeking an IFA / Financial Planning Administrator for a hybrid role. This position involves providing back office support to a Chartered Financial Planner, managing client records, and preparing for client meetings. Ideal candidates should have experience in financial planning support and strong organisational skills. Competitive salary linked with company benefits, along with development opportunities for industry qualifications.

Qualifications

• Background supporting Financial Planners with back office duties.
• Ability to organise and prioritise workloads.

Responsibilities

• Support Chartered Financial Planner with client support and administration.
• Prepare for client meetings, manage enquiries, and update systems.
• Deal with providers and third parties.

Skills

Organisational skills

Independent working

Client support

Education

Industry qualifications (desirable)

Job description

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An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.

This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.

The main duties of this role include;

• Support Chartered Financial Planner with client support and administration
• Offer preparation support for client meeting prep, client enquiries, fund switches, Valuations and new business
• Update systems and client records
• Deal with providers and 3rd parties

Candidate requirements;

• The ideal candidate will have a background supporting Financial Planners with back office duties.
• The ability to work independently, be organised and prioritise workloads
• Industry qualifications are desirable but not essential

Development available if you wish to progress within the industry or complete industry related qualifications.

A competitive salary and company benefits are linked with this opportunity.

Salary £25-35k with home and office hybrid working.