IFA Administrator (Financial Planning)

ZipRecruiter; Kingston upon Thames; On-site; GBP 35,000 - 40,000; Full time

Job summary

A bespoke financial planning firm is seeking an IFA Administrator to join their team in Kingston upon Thames. This role offers exceptional progression opportunities and full study support towards financial qualifications. The ideal candidate will have a strong administrative background, a passion for delivering high-quality work, and the ability to engage confidently with clients. With over 30 years of experience, this established firm values professional development and offers a hybrid working model after probation. If you're ready to take your career to the next level in a supportive environment, this opportunity is perfect for you.

Benefits

Pension

Study support

23 days holiday

Qualifications

• Experience in an administration role is essential.
• Study towards a CII Diploma qualification is required.

Responsibilities

• Maintain client files and implement recommendations.
• Prepare for client reviews and handle general office duties.

Skills

Administration experience

Client engagement

High-quality work delivery

Education

CII Diploma qualification

Tools

Intelliflo

Quilter

Transact

Job description

Job Description

IFA Administrator (Financial Planning)

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

Kingston Upon Thames

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: BBBH19498

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

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.