IFA Administrator
hace 7 días
O Carballiño
ph3Vacancy Detail /h3 pView vacancy list /p h3IFA Administrator /h3 pA rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team. /p pThis is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. /p pYou will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first‑class service to clients, while ensuring the advice process runs smoothly and efficiently. /p pThe role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. /p h3The Role /h3 pWorking closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. /p pYou will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. /p pThis is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. /p h3Key Responsibilities /h3 ul liPreparing advisers for client review meetings by ensuring all client and plan information is up to date /li liLiaising with providers to obtain policy and plan information and updating internal systems /li liProducing client valuation reports and review documentation /li liPreparing meeting packs including research, key documents and supporting information /li liSupporting advisers with new business submissions and case processing /li liLiaising with providers to obtain and chase required information /liliHandling client and provider enquiries via phone and email /li liMaintaining accurate client records and documentation /li liWorking collaboratively with advisers and support teams to ensure an excellent client experience /li /ul h3What We’re Looking For /h3 ul liAt least 12 months’ experience in an IFA administration or Financial Services support role /li liUnderstanding of the financial advice process /li liGood product knowledge of pensions, investments and protection /li liStrong organisational skills and attention to detail /li liExcellent communication skills, both written and verbal /li liComfortable working with internal systems and financial platforms /li liA proactive attitude with a genuine interest in developing within financial services /li /ul h3Why Join? /h3 pThis is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. /p h3Benefits Include /h3 ul liCompetitive salary /li liHybrid working, 3 days office 2 days home /li liPrivate medical insurance /li liPrivate pension /li li25 days holiday plus option to buy additional days /li liDiscretionary performance bonus /li liLife assurance and health cash plan /li liEmployee Assistance /li liAdditional flexible benefits /li /ul pThis role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. /p pOpportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. /p pDue to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. /p pLocation: Kettering, Northamptonshire - Hybird Working | Salary: £32500 - £35000 per year | Job type: Permanent | Posted: 13/04/2026 /p /p #J-18808-Ljbffr