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Senior IFA Administrator - Hybrid | Up to £35K DOE
Location - Bristol
Our client, a well-established and forward-thinking financial planning firm, is looking for a Senior IFA Administrator to join their growing team. They provide tailored financial solutions to a diverse client base, offering expertise in wealth management, retirement planning, and investment strategies.
The Role:
This is a fantastic opportunity for an experienced IFA Administrator looking to take the next step in their career. The successful candidate will play a crucial role in supporting financial planners, ensuring the smooth delivery of client services, and maintaining compliance with industry regulations.
Key Responsibilities:
- Providing comprehensive administrative support to financial planners.
- Preparing client reports, investment summaries, and suitability letters.
- Managing client onboarding, account maintenance, and processing new business.
- Liaising with providers and clients to ensure efficient service delivery.
- Ensuring compliance with FCA regulations and internal procedures.
- Assisting with research and preparing financial planning recommendations.
Requirements:
- Minimum of 2 years’ experience as an IFA Administrator.
- Strong knowledge of financial products, platforms, and regulations.
- Excellent organisational skills and attention to detail.
- Ability to manage multiple tasks and work efficiently in a fast-paced environment.
- Experience using financial planning software is desirable.
What’s on Offer?
- Competitive salary of up to £35,000 DOE.
- Hybrid working for a better work-life balance.
- Opportunity for career progression within a growing firm.
- Supportive and professional team environment.
If you are an experienced IFA Administrator looking for career growth in a dynamic financial planning firm, we would love to hear from you. Apply now to find out more.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
