IFA Administrator (Hybrid 3 office/2 home)

A leading financial planning and investment management firm is seeking a IFA Support Administrator to support advisers and paraplanners while delivering an exceptional client experience.

Key Responsibilities:

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• Onboard new clients and support existing relationships
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• Process administrative tasks accurately and efficiently
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• Communicate with clients via phone and email
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• Build strong relationships with advisers, paraplanners, and colleagues
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• Contribute to team projects and continuous improvement initiatives
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About You:

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• Experience within financial planning, wealth management, or financial services
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• Knowledge of ISAs, GIAs, Pensions, and Bonds
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• CRM experience
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• Strong organisational and communication skills
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• Customer-focused and proactive approach
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• CII/R0 qualifications (or working towards them) desirable
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Benefits:

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• 25 days holiday plus bank holidays
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• Pension scheme
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• Life assurance
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• Income protection
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• Flexible benefits platform
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• Excellent career development opportunities
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Join a respected and growing business that offers a collaborative culture, flexible working, and genuine opportunities for progression.