Ifa Administrator

IFA Administrator,

Hybrid,

Up to £28k

Progression into Paraplanning and Advice available

My client is looking for a talented Financial Planning Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results. There are internal opportunities to progress into a Paraplanners, and if your career goals are to become a Financial Advisor, they will support you there too.

Main Duties of the Role:

• Contacting providers to obtain information on existing plans
• Submitting/processing new business applications
• Obtaining plan valuations
• Corresponding with clients, ensuring client records are kept up to date
• Other general administrative duties

Benefits:

• Up to £28k depending on experience
• Internal progression plans allowing you to work your way into Paraplanning and giving financial advice.
• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Private Medical
• Group Life Assurance
• Health plans including optical, and dental.
• Employee recognition awards: Outstanding Performance Award Bonus, and other recognition initiatives.
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.

If you are interested in this role or would like more information please apply below or contact directly.