We are delighted to represent a highly successful Independent Financial Planning firm located in Trowbridge. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.In this role, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, collaborating closely with the Paraplanners on technical matters, providing comprehensive sales support.This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.The client is offering a competitive basic salary to £30,000 + bonus and strong company benefits.
Back to searchIFA Administrator
mbf.
Posted 15 days ago, valid for 10 days
Trowbridge, Wiltshire BA14 7WJ
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- A successful Independent Financial Planning firm in Trowbridge is seeking an IFA Administrator to join their team.
- The role involves providing technical admin support to Senior Paraplanners and Financial Advisers, engaging with clients, and liaising with insurance providers.
- Ideal candidates should be confident and ambitious, ready to advance their careers in the financial planning sector.
- The position offers a competitive salary of up to £30,000 plus bonuses and strong company benefits.
- Candidates with previous experience in a similar role are preferred, although specific years of experience are not mentioned.
