IFA Administrator

IFA Administrator

Up to £30,000

Office based role

This role is for those who want a varied role and can shape what they want the role to look like. You will be working with an IFA in the South Wales area who have administration, paraplanning, office management, and mortgage administration needs and they are looking for someone who wants to grow within the business. This person can develop into any of those areas that they prefer and the firm will support them with a long-term growth path.

The Business

The firm is a wealth advisory businesses that offer advice on pensions, investments, protection, mortgages, etc. They have a niche clientele and focus on those within the medical field. They are directly authorised and are an established business, operating for over 15 years. The firm has over 10 advisors and an administration team to support them, who they are looking to add to!

The Role

Working as an administrator within this firm will see you carrying out a range of duties. The firm is looking for administration help within both the wealth and mortgage side and so that will include work such as processing new business, speaking with providers, helping clients with queries, etc. The role can also develop long-term into a range of options, depending on what you are looking for, whether that’s office management or paraplanning. The firm will support you in taking the level four qualification if that is something you’re looking to do as well.

Benefits

• A salary of up to £30,000
• Pension scheme
• Holidays
• Office-based - surrounded by a team to support you
• Support in gaining the level four qualification in financial advice
• A growth/development path within a quality IFA practice

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator