IFA Administrator

IFA Administrator - Lemington Spa, West Midlands

Ref: 1531Tuesday 4 February 2025

Up to £35,000

IFA Administrator – Elevate Your Career with a Thriving Wealth Management Firm

 

Salary: Up to £35,000 + Bonus Scheme + Great Benefits

Are you an experienced IFA Administrator looking to take the next step in your career? This is your opportunity to join a dynamic and forward-thinking wealth management firm that harnesses technology to deliver seamless financial solutions.

Why Join?

Career Growth: Be part of a team that values development and internal progression.
Work-Life Balance: Enjoy flexible working arrangements tailored to suit your lifestyle.
Competitive Rewards: Earn up to £35,000 plus a performance-based bonus.
Innovative Culture: Work with cutting-edge technology designed to enhance the client experience.

Your Role:

As an IFA Administrator, you’ll play a pivotal role in ensuring smooth operations and exceptional client service. Your responsibilities will include:
Supporting Financial Advisers by preparing client documentation and conducting essential research.
Managing new business submissions, income payments, and withdrawals across multiple platforms.
Providing comprehensive administration for Pensions, Investments, and Protection products.

What We’re Looking For:

Experience as an IFA Administrator – essential to thrive in this role.
A detail-oriented and proactive mindset.
The ability to manage multiple tasks and deadlines effectively.
 A passion for delivering outstanding client support.

If you’re ready to step into a collaborative and technology-driven environment, apply today and take the next step in your wealth management career! 🚀

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