IFA Administrator - Hybrid Working

We are working with a leading Chartered Financial Planning organisation to recruit an additional IFA Administrator. Our client is a well-established & reputable business who are one of the leading names in the South West market, they have grown considerably over the past 5+ years.

Due to continued growth, they are now seeking to recruit an additional Administrator to join their Financial Planning team. This opportunity will be based out of their Weston-Super-Mare offices (with hybrid working). As an IFA Administrator you will play a pivotal role in supporting accomplished Financial Advisers and will be a vital point of contact for the firms valued clients.

Key Responsibilities:

• Assist Financial Advisers in all aspects of client management and financial planning.
• Prepare and process client documentation
• Act as the primary liaison between clients and Financial Advisers, addressing inquiries and resolving issues promptly
• Maintain accurate client records and manage client databases
• Coordinate and schedule client meetings and appointments
• Collaborate with other team members to ensure smooth workflow and client satisfaction

To be considered you should have:

• Previous experience in a similar role within the financial planning industry is highly preferred
• Strong organisational and multitasking skills
• Exceptional attention to detail and accuracy
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite and relevant financial software

What’s in it for you -

• Join a regionally recognised and award-winning organization
• Work in a collaborative and supportive team environment
• Opportunities for career growth and development
• Basic salary to £30,000
• Discretionary bonus
• Excellent overall benefits package
• Full exam support
• Hybrid working: split between office & home