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Jobs  /  Administration  /  Aberdeen

IFA Administrator

up to £30,000Aberdeen+1 more locationPermanentPosted 4 days ago

We are working with one of the UK’s leading Financial Planning firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. The company significantly in recent years, with ambitious plans for continued expansion.

The opportunity

They are seeking an experienced IFA Administrator to join the team in Bracknell. 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

Minimum 2 years experience in a similar Wealth Management/Financial Services administration role.

Proactive, detail-oriented, and highly organised.

Strong communication skills—written, verbal, and listening.

  • Ideally working towards CII qualifications (not essential)

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 £34,000

Discretionary Bonus

This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.

  • 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

Applying

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Also open

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