IFA Administrator Hybrid

IFA Administrator (Hybrid)

£28,000 - £32,000 + Hybrid + Excellent Training + Supportive Culture + Progression Opportunities to Paraplanner

Exeter

Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential?

Do you want to play an integral role in a close knit team, where you will provide support services to a wide range of clients, and benefit from a great working environment, as well as fully funded qualifications, and the long term potential to move into a Paraplanner role?

In this role you will be handling various administrative tasks such as uploading client data, maintaining back office duties and assisting Paraplanners and Financial Advisors in their day to day tasks.

This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing and development.

The Role:

• IFA Administrator
• Putting together client documents and annual review packs
• Liaising with product providers
• Client engagement
• Monday to Friday

The Person:

• Administrator
• Financial services experience

Keywords: IFA, financial, services, paraplanner, advisor, administrator, planning, independent, Exeter, Tiverton, exmouth, dawlish, hybrid

Reference BBBH20240