IFA Administrator

Billericay

Office role

Up to £35k

This role is best suited to IFA Administrators with 1+ years’ experience. Whilst you will be starting with administration, there will be a pathway to progress to paraplanning within the company if that is your desired route. The business will also support you in achieving your Level 4 Diploma. Salary up to £35,000.

The Business

The business is a directly authorized medium-sized Financial advisory firm who have been providing their clients with independent financial advice for over 40 years and are looking to add a new member to the growing team. The business offers great progression to their employees along with exam support.

The Role

Within the role you will be providing administrative support to the advisors within the firm. Your duties will include process new business, speaking to client, preparing data, arranging meetings, obtaining third party information and processing ad hoc requests. Within the close-knit office role, you will be surrounded by a supportive team.

The Benefits

• Salary up to £35,000 dependent on experience.
• 20 Holiday days + Bank holidays (Raising to 25 after 3 years)
• Company pension
• Sick pay
• Exam support & Study time off
• Free parking

If you think this is of interest to you, we encourage you to take the next step and apply. The process is straightforward - simply submit your CV along with your basic contact information.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator