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IFA Administrator – Work from Home 3 Days a Week | Focus on Personal Development
An established wealth management firm is seeking an experienced IFA Administrator to join its team. This opportunity offers the perfect blend of flexibility, with the ability to work from home three days a week, and a strong focus on personal growth. The successful candidate will play a key role in supporting the firm’s clients while developing their career within a supportive and progressive environment.
Why Join?
This firm specialises in financial planning and investment management, managing a significant portfolio of assets. The focus is on fostering positive client relationships and delivering excellent service, all while ensuring employees find fulfillment and enjoyment in their work.
What’s on Offer?
- Hybrid working – Split your time between two days in the office and three days working from home.
- Career development – The company is committed to personal growth, providing training, mentoring, and clear progression opportunities.
- Supportive team culture – Work in an environment that promotes collaboration, new ideas, and open communication.
- Competitive salary – Offering between £28,000 - £32,000, depending on experience.
- Comprehensive benefits – Including 28 days’ holiday (plus bank holidays), life assurance, income protection, pension, and access to a flexible benefits platform.
- Flexible working – The firm champions a flexible approach, accommodating individual working patterns.
Key Responsibilities:
- Provide outstanding service to clients, ensuring customer satisfaction is always the top priority.
- Efficiently onboard new clients and manage relationships with existing clients.
- Build strong connections with advisers, paraplanners, and team members, ensuring smooth and professional communication across various channels.
- Participate in team projects, contributing to a positive and collaborative working environment.
- Maintain a solid understanding of the firm’s core values, products, and services, ensuring compliance with all regulatory requirements.
Essential Skills and Experience:
- Previous experience in a financial planning environment, with a good understanding of products such as ISAs, pensions, and bonds.
- Part-qualified in CII or RO, with experience using CRM systems.
- A passion for delivering top-notch customer service, coupled with a proactive approach to personal and professional development.
- Strong organizational abilities and attention to detail.
This role is ideal for a self-motivated individual who thrives in a dynamic, growth-oriented environment. With a strong emphasis on professional development and work-life balance, this opportunity offers the perfect mix of career advancement and flexibility.
Interested in joining a team that values your growth and offers a balanced, flexible working environment? Apply today!
