A leading financial planning and investment management firm is seeking a IFA Support Administrator to support advisers and paraplanners while delivering an exceptional client experience.
Key Responsibilities:
- Onboard new clients and support existing relationships
- Process administrative tasks accurately and efficiently
- Communicate with clients via phone and email
- Build strong relationships with advisers, paraplanners, and colleagues
- Contribute to team projects and continuous improvement initiatives
About You:
- Experience within financial planning, wealth management, or financial services
- Knowledge of ISAs, GIAs, Pensions, and Bonds
- CRM experience
- Strong organisational and communication skills
- Customer-focused and proactive approach
- CII/R0 qualifications (or working towards them) desirable
Benefits:
- 25 days holiday plus bank holidays
- Pension scheme
- Life assurance
- Income protection
- Flexible benefits platform
- Excellent career development opportunities
Join a respected and growing business that offers a collaborative culture, flexible working, and genuine opportunities for progression.