Senior IFA Administrator Hybrid & Study Support

Dynamite Recruitment Solutions Ltd; Bracknell; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

An independent financial planning firm is seeking a Senior Financial Planning Administrator to support a Senior Financial Advisor on a one-on-one basis. The role includes preparing client files, processing business applications, and maintaining client records. Candidates should have a minimum of 2 years' experience in a similar role, excellent attention to detail, and strong communication skills. This position offers a salary of £35,000 - £40,000, hybrid working, flexible hours, and a comprehensive benefits package.

Benefits

Study support

Flexible start & finish hours

Benefits package

Qualifications

• Minimum of 2 years’ experience in a similar role.
• Experience in an independent financial firm.
• Reliable and detail-oriented with excellent communication skills.

Responsibilities

• Prepare and organize client files for reviews.
• Process new business applications and withdrawals.
• Maintain client records and gather necessary information.
• Construct basic suitability reports.

Skills

Attention to detail

Communication skills

Client servicing

Job description

An independent financial planning firm is seeking a Senior Financial Planning Administrator to support a Senior Financial Advisor on a one-on-one basis. The role includes preparing client files, processing business applications, and maintaining client records. Candidates should have a minimum of 2 years' experience in a similar role, excellent attention to detail, and strong communication skills. This position offers a salary of £35,000 - £40,000, hybrid working, flexible hours, and a comprehensive benefits package.