IFA Administrator

IFA Administrator

Wiltshire area

Up to £28k

Hybrid (1 Day a week at home)

This role is for you if you're looking to work with an established business with proven growth opportunities and you have administration experience in the financial services sector. The firm are always growing and as part of that expansion, they are looking to take on experienced administrators to join the team.

The Firm

This company is a nationally recognised financial services company with offices across the UK. The client is at the heart of everything they do and they provide whole of market, holistic financial advice. They have been steadily growing over the past 30 years and now is no different! They are looking to expand their teams across the UK and work with professional, like minded people.

The Role

This position is an administration role where you will be supporting both the paraplanners and financial advisors within the firm to do what they do best. As part of that, you will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Benefits

• A salary of up to £28k
• 25 days holiday (rising with service and your birthday off!)
• Holiday purchase scheme
• Life assurance
• Pension scheme
• Corporate eyecare
• Shopping discounts

Applying

If this role is of interest, then please click the apply button and we will be in touch asap!

Synonyms

Clients service manager, client services executive, financial administrator