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Senior IFA Administrator - Hybrid Working

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Posted a month ago, valid for 5 days
Location

Gloucester, Gloucestershire GL12EH, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The company is seeking a Senior IFA Administrator to support financial advisors and oversee the administration team.
  • Candidates should have a minimum of 3 years of experience in financial planning or IFA administration.
  • The role offers a competitive salary of up to £38,000 along with a discretionary bonus structure and a generous benefits package.
  • Ideal applicants will possess excellent organizational and communication skills and have a proactive attitude towards problem-solving.
  • The position provides opportunities for ongoing professional development and a chance to contribute to a respected financial services organization.

Are you an experienced IFA Administrator looking to take the next step in your career? Join the financial planning arm of a rapidly growing financial services organisation that has seen significant success over the past few years and is poised for continued growth!

About the Company:This respected financial services organisation has built its reputation through organic growth and a commitment to excellence. With ambitious plans for the future, they are seeking a Senior IFA Administrator to play a key role in their ongoing success.

Role Overview:As a Senior IFA Administrator, you will provide essential support to financial advisors while also taking on some team leader or supervisory responsibilities. This position is perfect for a motivated professional who thrives in a collaborative environment and is eager to contribute to the growth of a leading financial planning organisation.

Key Responsibilities:

  • Provide comprehensive administrative support to financial advisors.
  • Oversee daily operations of the administration team, ensuring efficiency and accuracy.
  • Assist in training and mentoring junior team members.
  • Contribute to process improvements and best practices within the team.
  • Maintain strong relationships with clients and stakeholders.

What We’re Looking For:

  • Minimum of 3 years of financial planning/IFA administration experience.
  • Supervisory or team leader experience is a plus, but not essential.
  • Excellent organisational and communication skills.
  • Ability to work collaboratively in a dynamic environment.
  • A proactive attitude towards problem-solving and continuous improvement.

What We Offer:

  • Competitive salary up to £38,000.
  • Discretionary bonus structure.
  • Generous benefits package.
  • Supportive and collaborative work environment.
  • Hybrid working model, balancing office and home life.
  • Ongoing professional development and career advancement opportunities.
  • A chance to make a meaningful impact in a growing and respected company.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.