Senior IFA Administrator

Are you a passionate and motivated individual with a dedication to the financial services industry? We are currently recruiting for a highly skilled IFA Administrator to join the Client Support Team at a well-established financial planning firm in Royal Leamington Spa. This is an outstanding opportunity for someone who is invested in personal development and is eager to take ownership of all client support processes.

Role Responsibilities:

• Supporting adviser with all aspects of client support.
• Meeting preparation and collating all the required documents and research for report preparation.
• Submitting new business on and off platforms.
• Fully own the client review process, becoming an integral part of the team.
• Income payments and withdrawals.
• Supporting within pensions, investments, and protections.
• Experience using IO.

Benefits:

• Holiday: 23 days plus + bank holidays. Increasing after year of service.
• Contributory pension scheme
• GDIS scheme – 2 x salary Life Assurance. 
• Health cash plan
• Development and training – Examination and study financial support, internal training and individual development plans
• Employee assistance program
• Flexible working hours
• Bonus scheme – up to 5% of salary payable annually
• Don’t miss this chance to make a significant impact and grow your career as an IFA Administrator!

What’s next?
Apply today to be considered for this opportunity.  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: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management