IFA Administrator — Hybrid Role with Training & Support

Premier Jobs UK; Devon and Torbay; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Full-time employed position

Job summary

Premier Jobs UK is seeking an IFA Administrator for a boutique chartered financial planning practice in Tiverton. You will be the vital link between clients and advisers, ensuring excellent service delivery in a supportive, team-oriented office.

The role offers training and development, with occasional work-from-home flexibility; full-time employment with salary from £30k depending on experience, plus private medical insurance and a pension scheme.

Qualifications

• Essential: Client-facing administrative experience.
• Desirable: Financial services background.
• Desirable: Familiarity with IO (back office) and Dynamic Planner.
• Desirable: Experience supporting advisers or paraplanners.

Responsibilities

• Be the vital link between clients and advisers, ensuring seamless service delivery.
• Prepare comprehensive review packs and handle general processing administration.
• Provide essential support to paraplanners and advisers.

Skills

Client-facing administrativeExperience

Paraplanner support experience

Financial services background

Tools

IO (back office)

Dynamic Planner

Job description

Premier Jobs UK is seeking an IFA Administrator for a boutique chartered financial planning practice in Tiverton. You will be the vital link between clients and advisers, ensuring excellent service delivery in a supportive, team-oriented office.

The role offers training and development, with occasional work-from-home flexibility; full-time employment with salary from £30k depending on experience, plus private medical insurance and a pension scheme.