IFA administrator
hace 2 días
Maidenhead
Join a respected Wealth Management firm with a supportive team culture Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team. Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service. Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment. This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture. What you’ll be doing: • Providing comprehensive administrative support to a team of Advisors and Paraplanners., • Maintaining and updating the client database (Intelligent Office)., • Processing new business applications and managing client records., • Assisting with basic report writing and documentation., • Liaising with clients, providers, and the advisory team to ensure excellent service., • Handling general office administration as part of a supportive team. What we’re looking for: • Previous experience in an IFA administration role (essential)., • Proficiency with Intelligent Office (IO) – must be confident using this system., • Strong organisational skills and the ability to manage multiple tasks at once., • Proficient in Microsoft Office Suite., • Background in financial planning (independent experience preferred, but not essential). Why join? • Work with a respected, client-focused Wealth Manager with strong values., • Join a stable, supportive, and friendly team where your contribution is valued., • Be part of a firm that is continuing to grow while maintaining a collaborative culture.