Are you an administrator who enjoys mentoring others and a fast-paced environment?

If so, my client will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. They pride themselves in being a forward-thinking company, adaptable and always striving to be better. They are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice.

They now seek to recruit an experienced administrator with strong experience of working in an IFA’s office to become a dependable member of this department. This will particularly suit if you also enjoy client interaction.

Please note that this role will not offer progression into paraplanning or advising.

You will have the flexibility of working from home and the office.

Key accountabilities and responsibilities

IFA administration dutiesProvide support to the Head of Administration (HOD) working alongside/closely to ensure smooth/effective running of departmentBe a point of contact for Advisers and Paraplanners for technical administrative queriesMentor the junior members within the admin teamParticipate in team meetings - highlight any concerns so that the department and firm can constantly improve

Essential Experience required for this role

A wide knowledge of the different administrative roles and varied industry productsAt least two years’ experience of working in administration within a busy IFA officeExcellent prioritisation skills to meet, if not exceed, deadlinesThe ability to manage expectations of all staff and clientsA good working knowledge of Xplan is desirable (but not necessary)A good working knowledge of online provider platformsIdeally, a degree-level education and the Financial Planning Certificate (but not necessary)

#J-18808-Ljbffr