Senior IFA Administrator

Heat Recruitment; Tonbridge and Malling; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading wealth management firm is seeking a Senior IFA Administrator to join their award-winning team. This role offers a fantastic opportunity within a professional environment, with hybrid working options and clear paths for career progression. Candidates should possess strong IFA administration skills and a passion for the financial services sector.

Benefits

Study support and leave

Private Medical

Health cash plan

Parking

Open plan office environment

Hybrid working

Qualifications

• At least 2 years of IFA admin experience within an IFA Practice.
• Strong technical knowledge of Pensions & Investment.
• Ability to work well with others.

Responsibilities

• Join a collaborative and supportive team focused on wealth management.
• Attend client meetings and support investment management and financial planning.

Skills

Teamwork

Technical knowledge of Pensions

Technical knowledge of Investment

Education

Financial service exams (or interest in doing so)

Job description

Location: Stansted

Salary: £30,000 - £38,000

Type: Permanent

Workplace: Hybrid (two days from home)

Ref: 88011

Recruiter: Managing This Role

Senior IFA Administrator - Award-Winning Wealth Management Firm

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, while also enjoying the flexibility of hybrid working (two days from home). You will also 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
• Health cash plan
• Parking
• Open plan office environment
• Hybrid working
• And much more

Candidate Requirements:

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

Apply today 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

#LI-LW1 #LI-hybrid