IFA Administrator

Job description

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.

This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.

The main duties of this role include;

Support Chartered Financial Planner with client support and administration

Offer preparation support for client meeting prep, client enquiries, fund switches, Valuations and new business

Update systems and client records

Deal with providers and 3rd parties

Candidate requirements;

The ideal candidate will have a background supporting Financial Planners with back office duties.

The ability to work independently, be organised and prioritise workloads

Industry qualifications are desirable but not essential

Development available if you wish to progress within the industry or complete industry related qualifications.

A competitive salary and company benefits are linked with this opportunity.

Salary £25-35k with home and office hybrid working.