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IFA Administrator


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Stratford upon Avon

Salary £25000 - £30000

Recruiter Managing This Role

Job Title: IFA Administrator (Junior Paraplanner)
Stratford-upon-Avon, UK
Salary Range: £25,000 – £30,000
Opportunities to get involved and progress fully into Paraplanning! 

Are you a meticulous and detail-oriented individual with a passion for financial planning? We are working with a well-established independent financial advisory firm, who are currently seeking an IFA Administrator to join our team. This role involves a focus on paraplanning, supporting the advisers in delivering expert financial advice to valued clients.

About Us: As independent financial advisers, we pride ourselves on our ability to provide expert advice on a wide range of financial products from various providers. Our dedicated team of advisers conducts thorough research, compares options, and selects the most suitable products tailored to each client’s unique needs. This is more than just an advisory firm; we embrace a holistic approach to financial planning. With a rich history, a loyal client base, and a team possessing excellent technical knowledge, we have all the expertise required to meet and exceed our clients’ financial objectives.

Your Role: As an IFA Administrator, you will play a crucial role in supporting our advisers and contributing to our holistic financial planning approach. Your responsibilities will include paraplanning activities, ensuring accurate and comprehensive support for our advisers as they guide clients through various financial decisions.

What We Offer:

  • Competitive salary range
  • A dynamic and collaborative work environment.
  • Opportunity for professional development and growth within a reputable firm.
  • Exposure to diverse financial planning areas, including investments, pensions, savings, mortgages, long term care, tax planning, and protection.

How to Apply: If you are a dedicated individual with a keen interest in financial planning and meet the requirements outlined above, we invite you to apply by submitting your resume and a cover letter detailing your relevant experience.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery, Paraplanner 

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Application For IFA Administrator