We are delighted to be working with a forward-thinking, fully independent and growing financial planning practice in Trowbridge. This is a well-established and highly respected firm with a fantastic reputation for delivering high-quality, client-focused financial advice. They are a modern and progressive business, investing in professional development and creating a supportive, collaborative working environment.
Due to continued growth and internal progression, the firm is looking to recruit an IFA Administrator to join their professional team.
The Role
As an IFA Administrator, you will play a key role in supporting the Paraplanners and Financial Planners, ensuring the smooth running of client processes from start to finish. This is a varied and rewarding position offering excellent exposure across all areas of financial planning.
Your responsibilities will include:
- Providing comprehensive administrative support to advisers and paraplanners
- Preparing client documentation, valuations, and meeting packs
- Liaising with clients, providers, and third parties to obtain and update information
- Processing new business, investments, and policy changes accurately and efficiently
- Maintaining client records and ensuring compliance requirements are met
- Assisting with the preparation of annual reviews and ongoing client servicing
The ideal candidate will have:
- A minimum of 12 months’ experience within a financial planning, wealth management or financial services environment
- Strong understanding of financial services as a whole
- Excellent organisational skills with strong attention to detail
- A proactive, professional, and client-focused attitude
- Confident communication skills, both written and verbal
If you have strong administrative experience within financial services and a genuine interest in progressing your career within financial planning, this role will give you the platform to do just that.
What’s on Offer
- Competitive salary and benefits package
- Full study support towards industry-recognised qualifications (CII / Diploma in Financial Planning)
- Excellent training and development opportunities
- A clear pathway for career progression within the business
- Friendly, modern, and supportive team environment
This is a fantastic opportunity to join a highly reputable and growing firm that encourages career development and recognises individual contribution. If you’re looking for a role where you can genuinely grow and make an impact, this could be the perfect next step in your career.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
