Senior IFA Administrator

TN United Kingdom; Tonbridge and Malling; On-site; GBP 30,000 - 38,000; Full time

Job summary

A leading wealth management firm is seeking a Senior IFA Administrator to join their collaborative team. This role offers the opportunity to attend client meetings and develop skills in a professional environment with a focus on career progression. The position supports hybrid working arrangements and offers various benefits including private medical insurance and study support.

Benefits

Study support and leave

Private Medical Insurance

Health cash plan

Parking facilities

Open-plan office environment

Hybrid working arrangement

Qualifications

• At least 2 years of IFA admin experience within an IFA Practice.
• Working towards financial services exams or an interest in doing so.

Responsibilities

• Attend client meetings and support financial planning services.
• Collaborate within a supportive team environment.

Skills

Client service

Technical knowledge of Pensions

Technical knowledge of Investments

Ability to work well with others

Job description

Location

Stansted

Salary

£30,000 - £38,000

Type

Permanent

Workplace

Hybrid (2 days from home)

Reference

Ref88011

Recruiter Managing This Role

Senior IFA Administrator - Award-Winning Wealth Management Firm

About the Role

Our client is a highly respected and award-winning Wealth Management firm, known for delivering tailored investment management and financial planning services.

Following an internal promotion, they are seeking a Senior IFA Administrator to join their collaborative and supportive team. This is an excellent opportunity to be part of a professional environment with a great office culture and the flexibility of hybrid working. You will have the chance to attend client meetings and further develop your skills in a firm that actively supports career progression.

Benefits

• Salary between £30,000 and £38,000
• Open to part-time applicants
• Study support and leave
• Private Medical Insurance
• Health cash plan
• Parking facilities
• Open-plan office environment
• Hybrid working arrangement
• 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 services exams or an interest in doing so
• Ability to work well with others

Application Process

Apply today to be considered for this Technical 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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