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Job Title: IFA Administrator
Locations: Bath
Hours: Full Time (Hybrid Working + Flexible Hours)
What’s in It for You:
- Bonus Scheme: Performance-based bonus to reward your contributions.
- Generous Holiday: 24 days of holiday (increasing to 26) + 2 additional days for Christmas shutdown.
- Private Healthcare: Comprehensive health cover available after a qualifying period.
- Income Protection & Life Assurance: Financial security and peace of mind.
- Wellbeing & Eye Care: Support for both your mental and physical health.
- Bike to Work Scheme: Affordable commuting with a cycling initiative.
- Career Development: Full support to help you gain professional qualifications and progress in your career.
What You’ll Be Doing:
- Providing essential administrative support to our Financial Planners and Paraplanners.
- Preparing client documentation, meeting packs, and annual review reports.
- Managing client portfolios, ensuring data accuracy and compliance.
- Liaising with providers and clients to process applications, payments, and policy updates.
- Maintaining and updating CRM systems with client details and financial information.
Who We’re Looking For:
- Experience in financial administration, ideally within an IFA, wealth management, or financial planning firm.
- Strong attention to detail with the ability to manage multiple tasks efficiently.
- Excellent communication and relationship-building skills.
- A proactive approach, with a desire to develop and progress in the financial planning profession.
Interested?
Apply!
