IFA Administrator

IFA Administrator, Bracknell

Hybrid working

Up to £36,000

This role is for an experienced IFA administrator who is looking to join a business that offers a strong salary, hybrid working and an environment of growth. The firm are always expanding and due to this expansion, they are looking to grow the team once more.

The Business

This company are a directly authorised financial advisory business. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience, and the client is at the heart of all they do. They have a long standing and proven policy of promoting from within and this has created a great company culture with a very long standing staff.

The Role

This role is an IFA administration position where you will be carry out administrative work to support the advisor and client along the advice journey. This will involve tasks like processing new business, keying client data into systems, speaking with advisors, speaking with clients and general back office administrative duties. The firm are happy to support those in taking on financial qualifications to progress their career into a range of positions within the business.

Benefits

• Up to £36,000 as a salary
• 25 days holiday plus bank holidays, and your birthday off
• Hybrid working available
• Annual discretionary bonus of up to 10%
• Valuable share option for all employees (please ask for further details)
• Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example

Applying

If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.

Synonyms

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