We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator. This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients. If you're looking for a position in a growing firm where you’ll be valued as part of a friendly, close-knit team, this is a fantastic opportunity.
The Company:
Our client is a well-established, boutique IFA firm that offers tailored financial advice to their clients. With a focus on high-quality service and a collaborative work culture, they have built a strong reputation. This is a growing company, and they are looking for an individual who is eager to develop their career alongside the business.
Key Responsibilities:
- Provide comprehensive administrative support to the Directors and a Senior Financial Planner.
- Maintain accurate client records, prepare documentation, and ensure follow-ups are conducted in a timely manner.
- Regularly liaise with clients, addressing queries and providing outstanding customer service.
- Prepare and manage reports, documents, and compliance paperwork.
- Handle communication with product providers and other third parties.
What’s on Offer:
- A supportive, friendly team environment where full on-the-job training will be provided.
- Regular interaction with clients, allowing you to build lasting relationships.
- A career development pathway with opportunities for progression as the company grows.
- An inclusive, close-knit team culture that values your contribution.
- Exposure to a wide range of financial advice processes and the chance to build industry knowledge.
To be considered you should have:
- Previous experience in an IFA administration role or within the financial services sector is desirable.
- Strong organisational skills with the ability to multitask and meet deadlines.
- Excellent communication skills, both written and verbal.
- A positive, proactive attitude and a willingness to learn and grow.
- Comfortable working in a small, collaborative team with client-facing responsibilities.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
