We are working with a prestigious Chartered Accountancy practice that is seeking an IFA Administrator to join their growing Financial Planning division. This is a fantastic opportunity to work within a well-established team of Chartered Financial Planners, Paraplanners, and Administrators in a supportive and professional environment.
The Role
*Provide administrative support to Financial Planners and Paraplanners
*Process new business applications and maintain accurate client records
*Liaise with clients, providers, and internal teams to ensure efficient workflow
*Assist with compliance documentation and regulatory requirements
*Support the preparation of client reports and documentation
Key Requirements
*Previous experience in an IFA administration role
*Strong understanding of financial planning processes and products
*Excellent organisational and communication skills
*Ability to work effectively in a team environment
Benefits
*Competitive salary up to £35,000 (dependent on experience) + bonus
*Hybrid working
*Annual salary review
*25 days annual leave plus bank holidays
*Death in service (3x annual salary)
*Private Medical Insurance
*Flexible benefits, including buy/sell holiday,
This is an excellent opportunity to join a well-established and highly regarded Financial Planning team within a leading accountancy firm. The client will provide first class on the job training, they fully support staff for market exams and actively encourage progression.