IFA Administrator

Appointed ltd

Posted 2 days ago, valid for a month

Bournemouth, Dorset BH89BJ, England

£32,000 per annum

Full Time

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Sonic Summary

A well-established IFA firm is seeking an experienced financial administrator to join their financial planning team in Bournemouth.
The role involves supporting advisers, paraplanners, and other administrators in providing quality service to high-net-worth medical professionals.
The position offers a salary of circa £32,000 per annum and requires proven IFA/financial planning administrative experience, particularly with Xplan.
Benefits include flexi-hours, team rewards, a bonus structure, 24 days holiday plus bank holidays, an extra day off on your birthday, and pension contributions of 5% employee and 3% employer.
Interested candidates are encouraged to apply online for further information.

A well-established and experienced IFA firm providing financial advice to high-net-worth medical professionals and their families on a wide range of planning. My client is seeking a experienced financial administrator to join their successful financial planning team in Bournemouth, supporting the advisers, paraplanners and other administrators in providing a quality service to clients.

Being a family run business staff enjoy benefits to include flexi-hours/ working pattern, team rewards, a bonus structure, 24 days holiday + BH, extra day off on your birthday, a 'additional benefit day’ each month and 5% employee, 3% employer pension contributions.

My client is looking to pay circa £32,000 per annum for a administrator with proven IFA/ financial planning administrative experience who has worked on Xplan.

Duties such as…

Client servicing, meeting and new business admin support
New Business and application submissions
Research gathering for products through authority letters
Illustrations and product/platform online portals
Maintaining records on back-office system - X-Plan
Supporting the advisers and working with other team members to cover other tasks relating to client servicing and advice

Please apply online for further information.

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