Senior IFA Administrator

Heat Recruitment; Uttlesford; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A prestigious wealth management firm in Stansted is looking for a Senior IFA Administrator to join their supportive team. The role offers a salary between £30,000 and £38,000 and hybrid work flexibility. The ideal candidate will have at least 2 years of experience in IFA administration and strong technical knowledge in Pensions and Investments. This is a great opportunity for professional growth in a collaborative environment.

Benefits

Private Medical Insurance

Health cash plan

Study support and leave

Parking facilities

Open plan office environment

Qualifications

• Minimum 2 years of experience in IFA administration within an IFA practice.
• Strong understanding of Pensions and Investments.
• Interest in pursuing financial services exams.

Responsibilities

• Manage administrative tasks related to IFA services.
• Attend client meetings to support the financial planning process.
• Collaborate with team members within a professional environment.

Skills

IFA admin experience

Technical knowledge of Pensions

Working with others

Job description

Location: Stansted

Salary: £30,000 - £38,000

Type: Permanent

Workplace: Hybrid (two days from home)

Reference: Ref88011

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. 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 model
• 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 interested in doing so
• Ability to work well with others

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

#LI-LW1 #LI-hybrid