Senior IFA Administrator — Hybrid, Study Support, Benefits

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

Job summary

A recruitment agency is seeking a Senior Financial Planning Administrator to support a Senior Advisor in Reading, UK. The role includes preparing client files, processing applications, and maintaining records. Ideal candidates will have at least two years of experience in a similar position within an independent firm, demonstrating strong attention to detail and excellent communication skills. The position offers a competitive salary between £35,000 and £40,000 and includes a flexible hybrid working model with a comprehensive benefits package.

Benefits

Study support

Flexible start & finish hours

Comprehensive benefits package

Qualifications

• Minimum 2 years of experience in a similar financial planning role.
• Experience working in an independent financial firm is preferred.
• Reliable with exceptional attention to detail in tasks.

Responsibilities

• Prepare and organise client files for reviews.
• Process business applications and maintain client records.
• Liaise with product providers for client servicing.

Skills

Attention to detail

Written communication

Verbal communication

Job description

A recruitment agency is seeking a Senior Financial Planning Administrator to support a Senior Advisor in Reading, UK. The role includes preparing client files, processing applications, and maintaining records. Ideal candidates will have at least two years of experience in a similar position within an independent firm, demonstrating strong attention to detail and excellent communication skills. The position offers a competitive salary between £35,000 and £40,000 and includes a flexible hybrid working model with a comprehensive benefits package.