Wokingham IFA Administrator – Financial Planning Support

Mulberry Recruitment; England; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services recruitment agency is seeking an IFA Administrator in Wokingham. The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial services and excellent communication skills. This role offers full time or part time options with a salary between £30,000 and £35,000, and emphasizes attention to detail and client service.

Qualifications

• Minimum of 1 year experience within the financial services industry.
• Strong technical knowledge of investments, pensions, and family wealth planning.
• Excellent IT skills and proficiency in Microsoft Office packages.

Responsibilities

• Handle client queries through clear communication.
• Ensure all client communication is recorded.
• Collect and record client policy information.

Skills

Excellent written and verbal communication skills

Strong technical knowledge of investments

High attention to detail and accuracy

Proficiency in Microsoft Office

Job description

A financial services recruitment agency is seeking an IFA Administrator in Wokingham. The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial services and excellent communication skills. This role offers full time or part time options with a salary between £30,000 and £35,000, and emphasizes attention to detail and client service.