We are working with a highly successful, fully independent and Chartered financial planning organisation to recruit a Senior IFA Administrator. Our client has an excellent reputation in the industry; they have multiple offices across the South West and are current undergoing a period of organic growth.
This is a fantastic opportunity for someone looking to take the next step in their career, providing crucial support to a team of paraplanners and successful financial advisers while also having the opportunity to develop their own skills, with scope for progression in the future.
The Role
- Provide full administrative support to a team of paraplanners and advisers
- Prepare and maintain client records, ensuring accuracy and compliance with regulatory requirements.
- Assist with onboarding new clients.
- Coordinate meetings, help to manage calendars and support the scheduling of client reviews.
- Draft client correspondence, letters and reports as required.
- Process applications, submissions and other client documentation efficiently.
- Act as a point of contact for junior team members for guidance and support.
- Liaise with the office manager and senior management team to ensure smooth workflow and adherence to best practice.
The Person
We’re looking for someone who:
- Has strong experience in financial services administration, ideally within a financial planning or wealth management environment.
- Is organised, proactive, and happy to provide guidance and support to junior colleagues when needed.
- Enjoys working in a busy, varied, and rewarding environment.
- Is motivated to learn, develop, and progress within a growing organisation.
Why This Role?
- Be part of a growing, professional team with a stellar reputation.
- Enjoy opportunities for career progression and professional development.
- Work in a supportive environment with ongoing training and guidance from senior management.
- Competitive salary up to £36,000, discretionary bonus, hybrid working, and strong company benefits.
If you’re looking for a role where you can make a real impact, support a talented team, and grow your own skills in a thriving financial planning environment, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
