img
Permanent

Ifa Administrator

Leamington Spa
money-bag 26000.00-26000.00 Annual
3085438938
Posted Today

IFA AdministratorA great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning.The RoleYou will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include:Processing new business applicationsManaging and updating client recordsChasing providers and supporting client requestsHandling incoming calls and client queriesAssisting advisers with trades, meeting preparation, and documentationEnsuring all files and tasks are completed accurately and on timeWhat We''re Looking ForStrong communication and organisational skillsA customer-focused mindsetConfidence using technologyAbility to prioritise and work as part of a teamExperience with financial planning systems is advantageous but not essential.BenefitsUp to £30,000 salary + discretionary annual bonusHybrid working (2-3 days in office)26 days holiday + bank holidays + your birthday off5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.)Aegon pension (auto-enrolment)Extra Christmas leave at company discretionEmployee Benefit Trust membership (share in future private equity exit)Full exam support - funded exams, materials, study day and salary increases for AF passes3-month probation2-month notice periodIf you feel your experiences align with the ..... full job details .....

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!