IFA Administrator - Join a Leading regional Wealth Management Firm and Elevate Your Career
Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We're looking for an experienced
IFA Administrator
to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.
Why Join Us?
Reputation for Excellence:
Join a firm renowned for providing bespoke financial advice and building lasting client relationships. Career Development:
We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry. Collaborative Culture:
Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued. Work-Life Balance:
We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance. Salary:
Competitive salary of
£25,000 - £32,000
depending on experience. Your Role:
As an
IFA Administrator , you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:
Managing appointments and correspondence on behalf of advisors. Liaising with product providers and managing the administrative side of new business processing. Updating client records and ensuring compliance with FCA regulations. Liaising with Customers What We're Looking For:
Experience
in a similar role within Wealth Management or Financial Planning. Strong understanding of FCA guidelines and compliance requirements. Excellent organisational skills with a keen eye for detail. Proficiency in using platforms such as Intelligent Office or similar CRM systems. A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm. If you're looking to make your mark within a progressive wealth management firm, we'd love to hear from you!
Apply now
to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.
#J-18808-Ljbffr
Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We're looking for an experienced
IFA Administrator
to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.
Why Join Us?
Reputation for Excellence:
Join a firm renowned for providing bespoke financial advice and building lasting client relationships. Career Development:
We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry. Collaborative Culture:
Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued. Work-Life Balance:
We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance. Salary:
Competitive salary of
£25,000 - £32,000
depending on experience. Your Role:
As an
IFA Administrator , you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:
Managing appointments and correspondence on behalf of advisors. Liaising with product providers and managing the administrative side of new business processing. Updating client records and ensuring compliance with FCA regulations. Liaising with Customers What We're Looking For:
Experience
in a similar role within Wealth Management or Financial Planning. Strong understanding of FCA guidelines and compliance requirements. Excellent organisational skills with a keen eye for detail. Proficiency in using platforms such as Intelligent Office or similar CRM systems. A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm. If you're looking to make your mark within a progressive wealth management firm, we'd love to hear from you!
Apply now
to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.
#J-18808-Ljbffr
