IFA Administrator

INTEGRO PARTNERS LTD

Posted 2 days ago, valid for 19 days

Aberdeen, Aberdeenshire AB21 0PJ, Scotland

Full Time

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Sonic Summary

The IFA Administrator position offers a salary between £29,000 and £35,000, depending on experience.
This role is office-based in Aberdeen and seeks an experienced IFA Administrator with a strong background in the field.
Candidates should ideally be partway or fully Diploma qualified and willing to take on additional responsibilities.
The job involves providing administrative support to Financial Advisers, preparing annual reports, and engaging with clients.
The firm is looking for someone who is open to a flexible working structure and is interested in developing into a hybrid role that includes Paraplanning.

IFA Administrator£29,000 - £35,000 depending on experienceOffice basedAberdeen Are you an experienced IFA Administrator looking for an opportunity to earn more and take on additional responsibilities? Are you frustrated with the standard 9-5 structure, preferring some flexibility with your working week? Wanting to move away from the larger corporate approach and work within a smaller team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in IFA Administration and ideally someone part way or fully Diploma qualified. This opportunity will be predominantly focused on picking up the Administration duties from the Financial Advisors in the firm, which includes the company director. As well as back office support there would also be client facing work, liaising closely with both new and existing clients. Expectations:

Provide administrative support to 2x Financial Advisers (IFA)
Annual reports, meeting preparation and general admin duties
Telephone based work as the point of contact for inbound new business and existing clients
Some natural cross over into trainee Paraplanning responsibilities

There is a long term plan to develop this individual into a hybrid of Admin and Paraplanning, which would result in additional salary and responsibilities. If you feel you have the necessary experience and are happy with an office based role, get in touch as they are open to hiring someone immediately.

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