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IFA Administrator (Hybrid 3 office/2 home)

Salary

£28,000-£35,000 per year, inc benefits

Location

Farnham, Surrey, United Kingdom

Job type

Permanent

Sector

Job ref

X3-1311314

Job posted

Posted 1 hour ago

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.

Apply now

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