IFA Administrator

enable Recruitment

Posted 7 hours ago, valid for 16 days

Chipping Norton, Oxfordshire OX7 5QH, England

Full Time

Life Insurance

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We are thrilled to have partnered with a reputable and growing IFA firm based in Chipping Norton. With over 20 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach. Our client is a local, family feel business with a national reach and as their ambitions grow, they remain committed to their main goal: continuously improving the service their clients receive. What you’ll be doing:

As an IFA Administrator, you will support the advisers in all areas of administration with a focus on providing an excellent client journey.
You will also liaise with product providers, clients and other professionals to ensure a smooth and efficient service.
You will work in accordance with the regulatory standards and best practices, and you will keep up to date with the latest changes and developments in the financial services industry.
You will have the opportunity to develop your skills and knowledge through ongoing training and development.

What you’ll need to apply:

Experience in a Wealth Management firm, providing administration support to the paraplanners and advisers of the business.
You have excellent communication and interpersonal skills, both written and verbal.
You have strong analytical and problem-solving skills, and you are able to work within a team environment.

What’s in it for you?Along with a great opportunity to join a professional, directly authorised firm which has ambitious plans for growth over the next few years, you will also benefit from;

26 days holiday plus bank holidays & Christmas break
A competitive bonus scheme
Modern and attractive Central Cheltenham office
Pension, Life insurance, Income protection, Private Medical Insurance
Ongoing professional training and development
Exam support and paid study leave.
Part of an Employee Ownership Trust (EOT) – always acting in their interest of their employees

What next?If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you!Hit apply or contact Dan directly! Daniel@enable-recruitment.co

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