IFA Administrator – Hybrid Director Support

Bond Recruitment Ltd; Honiton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A respected firm of Independent Financial Advisers in Devon is seeking an Administrator to support the Director. This role demands strong interpersonal skills, financial services industry knowledge, and a blend of high-level responsibilities and administrative tasks. Initially office-based, the position offers the potential for a hybrid work approach as the candidate becomes more self-sufficient. If you're looking to join a highly regarded firm, apply today.

Qualifications

• Good interpersonal skills and a good sense of humour are essential.
• Experience in financial services industry is required.
• Willing to carry out both high-level and administrative tasks.

Responsibilities

• Work closely with the Director.
• Update report templates and advice file check sheets.
• Check files for completeness and add fees onto IO.
• Gather data for platform due diligence.
• Support office manager in their absence.

Skills

Interpersonal skills

Good listening skills

Sense of humour

Financial services knowledge

Tools

Intelligent Office

Job description

A respected firm of Independent Financial Advisers in Devon is seeking an Administrator to support the Director. This role demands strong interpersonal skills, financial services industry knowledge, and a blend of high-level responsibilities and administrative tasks. Initially office-based, the position offers the potential for a hybrid work approach as the candidate becomes more self-sufficient. If you're looking to join a highly regarded firm, apply today.