IFA Administrator – Hybrid Working & Excellent Benefits
Join a Prominent Financial Services Firm in Warwick
Looking for a dynamic environment where professional growth meets a close-knit, friendly culture? This well-established firm is renowned for delivering tailored financial planning and investment management solutions, backed by a reputation for personalized service and continual expansion.
The Role
Take on a crucial support position within the wealth management team. As an IFA Administrator, you will partner with seasoned financial planners and team leaders, ensuring clients receive exceptional service and thorough administrative oversight.
Key Responsibilities
Coordinate provider information for client recommendations.
Process new business transactions and complete compliance documentation.
Manage a range of financial products, including investments, pensions, and protection.
Prepare reports, address client inquiries, and keep records accurate and up to date.
Required Skills
Preferable qualifications include R01, CF1, or equivalent.
Previous administrative experience in Wealth Management or Financial Planning.
Familiarity with Intelliflo software is advantageous.
Excellent communication skills and a keen eye for detail.
Understanding of FCA regulations and operational procedures in Financial Services.
Benefits
Hybrid Work Model: Enjoy flexibility in your schedule.
Generous Holiday Allowance: Plus life assurance and income protection.
Professional Development: Get support for exams and career growth.
If you’re passionate about delivering top-notch client service and thrive in a fast-paced, collaborative setting, don’t miss this opportunity. Apply today to become our next IFA Administrator and take the next step in your financial services career!