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IFA Administrator

  • Shortlist
Location Henley-on-Thames , Oxfordshire
Sector Financial Services
Salary £19,000 - £26,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 69136

An exciting opportunity for an IFA Administrator has opened at a highly regarded bespoke financial planning and Investment Managers that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients.

This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrators who provide high quality support to the firm’s financial advisers as well as the firms external providers, auditors and FCA.

Progression towards more technical roles is strongly supported within the firm, with additional support given to anyone looking to complete industry specific qualifications.  

What’s needed for me to be considered?

  • You will have previous experience working within a similar fast paced financial services environment
  • Excellent communication, both written and verbal and attention to detail is essential to succeed
  • Financial services qualifications would be a bonus.

What's next?

Apply today to be considered for this opportunity. 

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

Job Synonyms:  pensions admin, SIPP, SSAS, personal pensions, individual pension, IFA Administrator, private client administrator, financial planning assistant, IFA Assistant