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Senior IFA Administrator

  • Salary: £24000 - £27000 per annum
  • Location: Henley-In-Arden, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Mar 2021
  • Job reference: 35283

A Chartered IFA firm in the heart of Henley-in-Arden, who pride themselves on looking after the staff, high net worth firm who go above and beyond to ensure all clients and staff feel valued. From breakfast on Friday mornings, to events, quiz nights, bonuses and more.


The company has experienced steady growth, they have a solid client base, and have developed strong relationships because of the wonderful balance of professionalism and friendliness they all have. They are proud to be a City Wire top 100 firm.


You will be working with a team of experienced Administrators and Paraplanners whilst supporting the firms IFA's, and supported by a Practice Manager and 2 Directors.


Duties

  • Meeting preparation
  • New business submission
  • Arranging review meetings / diary management for the Wealth Managers
  • Supporting more junior members of staff and checking work for them
  • Providing a high level of customer services to both providers and clients


Progression is highly supported with exams paid for, study days and training provided. Flexibility to work from home and on hours can be offered.

What's needed for me to be considered? Previous experience working within a similar fast paced financial services environment.
Currently working towards financial services qualifications desirable.
Excellent communication, both written and verbal and attention to detail is essential to succeed.

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