IFA Administrator Financial Planning

ZipRecruiter; Banbury; On-site; GBP 35,000 - 40,000; Part time

Job summary

A leading financial advisory firm in Banbury is seeking an IFA Administrator with a background in financial planning. This part-time role offers a competitive salary and full study support for a CII Diploma, with exceptional progression opportunities in a bespoke environment. Ideal candidates are passionate about delivering quality work and engaging confidently with clients.

Benefits

Pension

Study Support

23 days holiday

Qualifications

• Experience in an administration role.
• Study towards a CII Diploma qualification, or equivalent.
• Experience with Intelliflo, Quilter, Transact or similar is desirable.

Responsibilities

• Maintaining the client file.
• Implementing recommendations.
• Client review preparation.
• General office administration duties.

Skills

Administration

Client Engagement

Financial Planning

Education

CII Diploma or equivalent

Tools

Intelliflo

Quilter

Transact

Job description

Job Description

IFA Administrator (Financial Planning)

£35,000 - £40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation

***Part Time 3 or 4 days a week to suit***

Banbury

Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities?

Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career?

On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.

This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.

The Role:

• Maintaining the client file




• Implementing recommendations




• Client review preparation




• General office administration duties

The Person:

• Experience in an administration role




• Study towards a CII Diploma qualification, or equivalent




• Experience with Intelliflo, Quilter, Transact or similar is desirable

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH

Keywords: Financial, Planning, Administrator, Tax, Investment, Management, Intelliflo, Quilter, Transact, Paraplanner, CII Diploma, Banbury

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.