IFA Administrator

IFA Administrator

We are a friendly financial services firm seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.

Responsibilities:

• Provide administrative support to our team of Financial Advisers.
• Maintain client records and handle client queries.
• Assist in the preparation of client reviews and financial plans.

Qualifications:

• Previous experience in an IFA Administrator role.
• Excellent communication and organizational skills.
• A strong desire to progress in the financial advisory field.

Benefits:

• Competitive Salary
• Excellent company benefits
• We will cover all costs for study and exams towards becoming Level 4 qualified.
• For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a £1000 bonus.

If you are ambitious, have a passion for financial planning, and are looking for a supportive environment to grow and develop, then this is the perfect role for you. Apply today to take the next step in your career.