Average Financial Administrator salary in Reading

IFA Administrator - Join a Leading Wealth Management Firm and Elevate Your Career! Are you a detail-oriented professional with a passion for supporting financial advisors in delivering top-tier client service? We're seeking a talented IFA Administrator to join our dynamic team at a national Advisory firm, where you'll play a key role in ensuring the smooth running of our wealth management operations. Why You’ll Love This Opportunity: Thriving Wealth Management Firm: Be part of a reputable firm with a strong presence in the industry, known for delivering bespoke financial advice to high-net-worth clients.Career Progression: We believe in investing in our people. You'll have access to ongoing professional development and the chance to grow your career within the firm.Collaborative Culture: Join a supportive and friendly team where your contributions are valued and work-life balance is a priority.Attractive Salary & Benefits: Competitive salary of £25,000 - £30,000, with an excellent benefits package including pension contributions, health insurance options.  Your Role: As an IFA Administrator, you'll be integral to the client service process, providing essential support to our financial advisers. Your responsibilities will include: Preparing and submitting new business applications, ensuring compliance with FCA regulations.Managing client records, maintaining accurate data on our CRM system, and handling all related documentation.Liaising with product providers to obtain information and ensure smooth processing of financial transactions.Assisting with client reviews and preparing documentation for meetings.Supporting the wider team with any administrative duties that keep the business running smoothly. What We’re Looking For: Experience in a similar IFA administration role, ideally within a wealth management or financial planning environment.Strong knowledge of financial products such as pensions, investments, and protection.Excellent organisational skills, with the ability to prioritise tasks and meet deadlines.A proactive mindset, with a keen eye for detail and a commitment to delivering first-class client service.Proficiency in financial planning software and a good grasp of FCA regulations. This is a fantastic opportunity for an experienced IFA Administrator to make a real impact within a thriving firm. If you’re ready to take the next step in your career, we’d love to hear from you! Apply now and be a part of our success story.

IFA Administrator, Reading Hybrid working This is for you if you’re an IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Reading office. The Role As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately. The Benefits Private medical insuranceHealthcare cash planGroup income protection.Group life assurance (4 x basic annual salary)Group pension scheme, 5% employer contribution, 3% employee contributionDiscretionary company bonus award opportunity28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days) Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.

IFA Administrator, Bracknell Hybrid working Up to £36,000 This role is for an experienced IFA administrator who is looking to join a business that offers a strong salary, hybrid working and an environment of growth. The firm are always expanding and due to this expansion, they are looking to grow the team once more. The Business This company are a directly authorised financial advisory business. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience, and the client is at the heart of all they do. They have a long standing and proven policy of promoting from within and this has created a great company culture with a very long standing staff. The Role This role is an IFA administration position where you will be carry out administrative work to support the advisor and client along the advice journey. This will involve tasks like processing new business, keying client data into systems, speaking with advisors, speaking with clients and general back office administrative duties. The firm are happy to support those in taking on financial qualifications to progress their career into a range of positions within the business. Benefits Up to £36,000 as a salary25 days holiday plus bank holidays, and your birthday offHybrid working availableAnnual discretionary bonus of up to 10%Valuable share option for all employees (please ask for further details)Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Applying If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.