Senior IFA Administrator — Hybrid, Study Support, Benefits

Dynamite Recruitment; Oxford; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A financial planning firm in Oxford seeks a Senior Financial Planning Administrator to support a Senior Financial Advisor. You will prepare client files, process new applications, and manage client records. Candidates should have at least 2 years of experience in a similar role, with a focus on attention to detail and communication skills. The position offers a salary of £35,000 - £40,000 and hybrid working options, along with a supportive team environment.

Benefits

Study support

Flexible hours

Competitive benefits package

Qualifications

• Minimum 2 years of experience in a similar role.
• Experience in an independent financial planning firm.
• Reliable with exceptional attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and organise client files for new and existing reviews.
• Process new business applications and fund switches.
• Update and maintain client records.
• Gather information for client reviews.
• Handle general client servicing.
• Construct basic suitability reports.

Skills

Attention to detail

Written communication

Verbal communication

Client servicing

Job description

A financial planning firm in Oxford seeks a Senior Financial Planning Administrator to support a Senior Financial Advisor. You will prepare client files, process new applications, and manage client records. Candidates should have at least 2 years of experience in a similar role, with a focus on attention to detail and communication skills. The position offers a salary of £35,000 - £40,000 and hybrid working options, along with a supportive team environment.