IFA Administrator

IFA Administrator | Wealth Management | Wendover, Buckinghamshire

Up to £32,000 + Excellent Benefits | Hybrid Working | Career Development

Ready to take the next step in your Wealth Management career?

If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, growing Wealth Management firm where your contribution will be genuinely valued.

Working alongside experienced Financial Advisers and Paraplanners, you'll play a pivotal role in ensuring clients receive a seamless, professional experience from initial enquiry through to implementation and ongoing reviews. This is a varied, fast-paced position offering exposure to all aspects of financial planning and the opportunity to build a long-term career within a supportive and ambitious business.

The Role

As an IFA Administrator, you'll become an integral part of the advice team, supporting advisers across a broad range of client cases by:

• Processing new business across pensions, investments and protection.
• Preparing client documentation, valuations and annual re...