We are working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.
The opportunity
They are seeking an experienced IFA Administrator to join the team in Exeter. In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.
Key Responsibilities:
- Build and maintain strong relationships with Financial Planners and clients.
- Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
- Ensure timely and compliant client reviews in line with service levels and regulations.
- Assist in the scheduling and preparation of client meetings.
- Ensure all client files are accurate and up to date, both pre- and post-meeting.
- Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
- Maintain a basic level of industry knowledge through independent learning and workshops.
About You:
- Experience in a similar Wealth Management/Financial Planning administration role.
- Ideally working towards CII qualifications (not essential).
- Proactive, detail-oriented, and highly organised.
- Strong communication skills: written, verbal and listening.
What’s on offer?
This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.
Benefits & Package:
- Salary up to £35,000
- Discretionary Bonus
- Excellent benefits, including pension, death in service, and private medical insurance
- Hybrid working - 3 days in the office, 2 from home
- First-class training & support
- Progression opportunities within a highly respected firm
This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
