Technical IFA Administrator

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support an experienced Adviser.

This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme.

You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.

You will receive a competitive salary of £38,000 - £40,000, and a range of staff benefits including hybrid working (4 days in the office in probation, reducing to 2 days a week post-probation), PMI, company bonus and pension contributions of 7.5%.

The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong Administration skills to make a contribution to the team.

What’s needed to be considered?

• 2 years of experience as a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner
• Achieved Level 4 Diploma in Regulated Financial Planning, or close to completion (couple of exams off)
• Experience working in family office or wealth management industry
• Experience using IO is desirable
• Proven experience of providing quality support to Financial Planners & clients

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.