Senior IFA Administrator

TN United Kingdom; Stansted Mountfitchet; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

An established industry player in Wealth Management seeks a Senior IFA Administrator to enhance their dynamic team. This role offers the chance to engage with clients while enjoying a supportive work environment. With a hybrid working model, employees can benefit from both office collaboration and remote flexibility. The firm emphasizes professional growth, providing opportunities for progression into technical roles. Ideal candidates will have a solid background in IFA administration and a passion for financial services. Join a reputable firm that values its employees and encourages career advancement.

Benefits

Study support and leave

Private Medical

Health cash plan

Parking

Nice open-plan office

Hybrid working

Qualifications

• At least 2 years of IFA admin experience within an IFA Practice.
• Strong technical knowledge of Pensions & Investments.

Responsibilities

• Attend client meetings and work in a supportive team environment.
• Progression to a Technical Client Support role after 12 months.

Skills

IFA administration experience

Technical knowledge of Pensions

Technical knowledge of Investments

Team collaboration

Education

Financial service exams

Job description

Location

Stansted

Salary £30,000 - £38,000 | Type: Permanent | Workplace: Hybrid | Ref: 88011

Our client is a highly reputable and award-winning Wealth Management firm providing effective investment management and financial planning for their clients.

Due to an internal promotion, a position has arisen for a Senior IFA Administrator to join the team. You will have the opportunity to attend client meetings and work in a supportive team environment with a great office atmosphere, while also benefiting from the option to work from home a couple of days a week. Progression will be encouraged and supported, with potential to move into a Technical Client Support role after 12 months.

Benefits:

• Salary range of £30,000 - £38,000
• Open to part-time applicants
• Study support and leave
• Private Medical
• Health cash plan
• Parking
• Nice open-plan office
• Hybrid working
• And much more

Candidate requirements:

• At least 2 years of IFA admin experience within an IFA Practice
• Strong technical knowledge of Pensions & Investments
• Working towards financial service exams (or an interest to do so)
• Ability to work well with others

Apply today for this IFA Administrator role. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Keywords: Client service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator

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