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Junior IFA Administrator


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Salary £18000 - £25000

Recruiter Managing This Role

A small boutique financial planning firm is seeking a Junior Administrator to join our team in Exeter/ Tiverton

This is a fantastic opportunity for somebody with good admin skills, and a keen eye for detail to enter into a professional industry with progression opportunities.

The ideal candidate will have a good background in business and operations, and be able to work well within our dynamic firm.

• You must be able to reliably commute to our Exeter/ Tiverton office as needed  •Previous experience in a similar role within the financial services industry is     essential

Key responsibilities:
• Working alongside Chartered Financial Planners and Head of Administration  •Day to day administration in a busy IFA practice
• Assisting in all aspects of client management and financial planning
• Preparing and processing client documentation
• Maintaining accurate client records and updating client databases 
• Coordinating and scheduling client meetings and appointments
• Addressing inquiries and tasks in a timely manner

To be Considered You Should Have:
• Ideally some experience of Intelligent Office
• Strong organisational skills
• Attention to detail and accuracy
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office

What’s In It For You:
• Join a small friendly firm with a well-established presence providing high level holistic financial planning to clients for 40+ years
• Work in a collaborative and supportive team environment
• Opportunities for career growth and development
• Salary up to £22,000 depending on experience
• Discretionary bonus
• 20 days holiday plus bank holidays
• Office closure for Christmas
• Free onsite parking at both Tiverton and Exeter offices
• Company pension

Job Type:
Full-time Salary: £18,000.00 – £22,000.00 per year

• Company pension
• Free on-site parking Schedule
• Monday to Friday 8.30 – 5pm

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